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Merrill Lynch Veteran Gives “Private CFO” Concierge Monetary Companies for People and Companies at Vestor Capital
CHICAGO, IL / ACCESSWIRE / December 20, 2022 / Vestor Capital, the Midwestern agency specializing in concierge companies to high-net-worth people, households, enterprise house owners, and senior degree executives, has added former Merrill Lynch Monetary Options Advisor, Stephen M. Konsler, to its roster of Wealth Administration Advisors. Vestor has almost $2 billion in belongings below administration, connecting midwestern values to full-service consumer companies, personalized analysis, accounting, and monetary administration.
In his new function, Mr. Konsler will use his 9 years at Merrill as the inspiration for advising shoppers on each private and enterprise monetary points. “Stephen has constructed his observe on creating a private relationship with every particular person, household, or enterprise proprietor and utilizing sound judgment, goal recommendation, laborious work and integrity to help shoppers on reaching their monetary objectives,” mentioned Dennis Slott, Accomplice and Govt Vice President of Vestor Capital. “Stephen’s mix of robust enterprise sense with Midwestern widespread sense will show to be an asset for our shoppers.”
Mr. Konsler holds the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the Faculty for Monetary Planning in addition to the Uniform Mixed State Legislation Examination (Sequence 66). He has been within the Monetary Service trade since he graduated in 2010 from the College of Dayton with a twin diploma B.S. in Accounting and in Finance, whereas additionally competing for the Flyers baseball crew. Mr. Konsler started his monetary companies profession at Mesirow Monetary within the Compensation and Govt Advantages division.
“The purpose of Vestor – certainly my purpose – is to behave like a private CFO for our shoppers,” mentioned Konsler. “Listening deeply to their wants and issues is step one to understanding and positively impacting their funding alternatives and decisions, from easy accounting to long run monetary planning.”
Mr. Konsler and his spouse Chapin and two sons stay on the north shore in Chicago.
About Vestor Capital, LLC
Tracing its origins to 1984, Vestor Capital, LLC is among the premiere registered funding advisory corporations situated within the larger Chicago space. With places of work in Chicago, Lake Forest and Oak Brook, the agency offers funding administration and holistic wealth administration companies via monetary planning, retirement planning, insurance coverage, property/wealth switch planning, enterprise succession, and revenue tax planning. For extra info, please go to www.vestorcapital.com
CONTACT: Carolyn Barr, CCO & HR Supervisor – cbarr@vestorcapital.com – (312) 641-2400
SOURCE: Vestor Capital
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