KW
Kristi Wano
Vice President - Senior Wealth Advisor at Calamos Wealth Management
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Work Experience
Vice President - Senior Wealth Advisor
Nov 2018 - Present · 6 years and 2 months
Director And Private Wealth Advisor
Feb 2014 - May 2018 · 4 years and 3 months
Vice President - Private Bank
Nov 2011 - Feb 2014 · 2 years and 3 months
Company Details
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth. In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Important disclosures: http://bit.ly/39ExSuR
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
2020 Calamos Court Naperville, IL 60563, US
Keywords
Investment managementwealth preservatioservices to support family officesspecialized advisory servicesfinancial advisorywealth planningestate planningrisk managementtax planning
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