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David A. Farrell, CFP®
Vice President
Wintrust Investments

630.545.4375 Direct

Wheaton Bank & Trust - County Farm

370 South County Farm Road
Wheaton, IL 60187

Wheaton Bank & Trust - Wheaton Ave.
by appointment only
100 North Wheaton Avenue
Wheaton, IL 60187

David A. Farrell is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with more than 20 years of experience helping clients prepare for and navigate retirement. His approach to wealth management is hallmarked by his pledge to be thorough, communicative, and accessible.

David begins each new client relationship with a detailed dialogue designed to uncover their financial needs, goals, and concerns. He then tailors a plan to address both short- and long-term priorities. While David specializes in retirement planning, his status as a CERTIFIED FINANCIAL PLANNER™ practitioner enables him to coordinate all aspects of a holistic wealth management approach including insurance, investment selection, tax planning, estate planning, and wealth transfer.

David graduated from the University of New Orleans with a Bachelor of Science degree in Economics and holds FINRA Series 7 and 66 Licenses, in addition to Illinois Life and Health Insurance Licenses. He volunteers with the Park Ridge Wilderness Scouts and Princesses and lives in Park Ridge, Illinois, with his wife and three children.
 

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively. 

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY