Senior Vice President
Jeffrey Sweno is a Financial Advisor who has been serving the investment needs of clients since 1987 with extensive knowledge of equity securities, portfolio design, asset allocation, and fixed income strategies. Jeff takes pride in delivering a high level of customer service and being accessible when his clients need him most. He takes a team approach in serving his clients, working with specialists in the areas of banking, trust services, asset management, insurance, and estate planning. Jeff provides comprehensive wealth management solutions for high net worth individuals, families, and businesses based on their current needs, future objectives, and tolerance for risk.
After beginning his career at Merrill Lynch, Jeff was employed at Northern Trust Securities for more than 11 years.
Jeff holds a bachelor’s degree in Finance from the University of Wisconsin (Whitewater) and an MBA from Chaminade University in Honolulu, Hawaii. He holds FINRA Series 7, 63, and 66 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses. Jeff and his wife, Marcia, are the parents of three children and reside in Mundelein, Illinois.
Ready to start a conversation?
Call us at 847-482-8480 or:
959 S. Waukegan Road
Lake Forest, IL 60045