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Aimee Morrin is a Senior Financial Associate who began her financial services career in 1997. She joined the firm in 2003. Prior to Wintrust, she worked in securities operations in Seattle, Washington.

Aimee focuses on the unique needs of each client to create a personalized financial plan. Through the planning process, she works with clients to minimize risk and help them achieve their short- and long-term goals. As a Licensed Insurance Agent, she also believes that a plan is not complete until the issues of life insurance and long-term care coverage are carefully considered. She believes in building long term relationships with her clients to develop comprehensive retirement strategies.

Aimee graduated from Colorado State University with a bachelor’s degree in Organizational Management. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7 and 66. She also holds her Illinois, Life, Health, and Variable Annuities Insurance Licenses.

 

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