Primary Location
Frankfort
20901 South LaGrange Road
Frankfort, Illinois 60423
708.326.2570 Direct
866.947.1235 Fax
815.690.9024 Mobile
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Cataldo Panici is a Financial Advisor on the Panici-Dawson Team and brings over 20 years of financial services experience to the firm. Offering a full suite of investment products and programs, he helps his clients develop customized strategies designed to meet their unique needs and objectives. Cataldo is focused on understanding the entirety of his clients’ personal circumstances and ensuring that their financial strategy reflects their long-term goals, risk tolerance, income and tax considerations, and overall investment allocation. His philosophy is built upon helping his clients achieve success through sound judgment, disciplined advice, and careful planning.
Cataldo received a bachelor’s degree in Marketing with a minor in Finance from Saint Joseph College and serves as a board member for his high school alma mater’s education foundation. He holds FINRA Series 7, 63, and 65 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses. He is married, has two sons, and lives in Tinley Park, Illinois.
The Panici-Dawson-Ylo Team is led by Jonathan Dawson, Cataldo Panici and Chris Ylo with support from Karen Kilinskis.
The Certified Fund Specialist (CFS) designation is issued by the Institute of Business & Finance to individuals who successfully complete program curriculum and continuing education 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.
