Find an Expert

Find an Expert

Find an Expert

Find an Expert

Tim Treacy joined Wintrust Wealth Management in 2007 as a Financial Advisor with the Linda Becker Team. He works with families, professionals, and small business owners to help them achieve both their short- and long-term financial goals. As a CERTIFIED FINANCIAL PLANNER practitioner, Tim specializes in designing portfolios, monitoring risk and volatility, prescribing asset allocation, and creating insurance, estate, and retirement plans. He often works with attorneys and accountants to assist his clients with their tax and estate planning needs.

Tim values the relationships he has developed with his clients and their families and has a passion for helping them realize their financial goals. He provides unbiased solutions that are customized in accordance with each client’s financial circumstances, objectives, and risk tolerance.

Tim graduated from the University of Illinois at Champaign-Urbana’s business school with a bachelor’s degree in Finance. He holds FINRA Series 7 and 66 Licenses. Tim lives in the River North neighborhood of Chicago. In his spare time he enjoys playing golf, playing the piano, traveling, and enjoying Chicago with his daughter and his dog.

The Linda Becker Team is led by Linda Becker, Mark Bianchi, and Tim Treacy with support from Brenda Hafeman and Linda Lisikiewicz.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and the federally registered CFP® , which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Serving Clients At:

Wintrust Wealth Management - Chicago - Headquarters

231 South LaSalle St., 13th Floor

Chicago, IL 60604