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Ann Rattin, CFP®
Trust Administrator
Wintrust Private Trust Company, N.A.
Ann C. Rattin is a Trust Administrator for Wintrust Private Trust Company and serves clients in Chicago’s North Shore communities. From her office in Lake Forest, Illinois, Ann provides personal trust and estate planning services to individuals and families.
Ann joined the company in early 2022 after spending several years as a paralegal at a law firm specializing in estate planning and trust administration. Prior to her work in estate and trust administration, Ann served as managing director of an interactive design firm, a project manager in educational publishing, and an accounting specialist for a court reporting firm.
Ann’s real-world experience in business, estate and trust administration, and publishing provides a depth of knowledge to her clients. A long-time resident of Lake Forest, Ann is a graduate of Northwestern University’s CERTIFIED FINANCIAL PLANNER ® program, earned her Bachelor’s degree from the University of New Hampshire, her Paralegal Certificate from the College of Lake County, and graduated from Lake Forest High School.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Ann Rattin, CFP® also serves clients by appointment at the following locations:
