Data tokens on this page
Ann Rattin, CFP®
Trust Officer
Wintrust Private Trust Company, N.A.
Ann C. Rattin is a Trust Officer at 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. 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.
Request an Appointment
Ready to start a conversation?
Call us at 847-615-4054 or:
Serving Clients At:
Ann Rattin, CFP® also serves clients by appointment at the following locations:
