JW
Jonathan Wylie
Sr. Wealth Advisor at Bcu Wealth Advisors,
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Work Experience
Sr. Wealth Advisor
May 2018 - Present · 6 years and 8 months
Investment Advisor Representative
Apr 2015 - May 2018 · 3 years and 1 months
Business Analyst
Jan 2014 - Apr 2015 · 1 years and 3 months
Company Details
11-50 Employees
Your family’s financial plan is a living strategy, one that changes with your life, from new jobs and new locations to new family members and new aspirations. Your financial plan will better enable you and your family to live happy, long and peaceful lives, both during your working careers and throughout the years of retirement. At BCU Wealth Advisors, we are guides along this journey – we help you navigate your plan, taking time to understand your financial situation at every new event. As a subsidiary of BCU (Baxter Credit Union - BCU.org) we empower our clients with a range of personalized investment advisory solutions to support financial goals along the journey to discovering financial freedom. To learn more about BCU Wealth Advisors, please visit http://bit.ly/BCUWealthAdvisors
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
Vernon Hills, IL, US
Keywords
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