Primary Location
West Lake Forest
959 South Waukegan Road
Lake Forest, Illinois 60045
847.251.4543 Direct
866.290.1130 Fax
847.602.2332 Mobile
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Christy Coon is a Senior Portfolio Manager and has been providing comprehensive wealth management services to clients for more than 27 years. Christy joined Great Lakes Advisors in 2011 and creates investment solutions tailored to each individual’s unique needs. With her deep experience and commitment to service, Christy creates client profiles, works to construct a long-term strategy, and implements a plan to help her clients meet their financial objectives while monitoring portfolio risk.
Before Great Lakes Advisors, Christy spent time in various roles with J.P. Morgan. She has served as Vice President and Investment Advisor in the Chicago and North Shore Private Wealth Management offices.
Christy received a BS from the University of Nebraska, an MS from the University of Denver, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds FINRA Series 7, 63, 65, and 66 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses. She is a member of the Greater North Shore Estate & Financial Planning Council and the Investment Management Consultants Association. Christy resides in Wilmette, Illinois.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Our Wintrust Wealth Management team draws strength from financial experts with diverse professional credentials. Search our directory to get in touch with someone you can trust for the guidance you need.
