As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I hold a bachelor's of arts in management from Tulane University's AB Freeman Business School in New Orleans, LA. I frequently return to New Orleans to enjoy its cuisine, culture and music.
Originally from New Jersey, I currently live in the Lincoln Park area of Chicago. I enjoy trying new restaurants in the city, attending sporting events and running alongside the lake in the summer.
My work with investments started in 2001; since a young age, I was fascinated by picking stocks and following them daily. Prior to joining Edward Jones, I was a regional director for Natixis Global Asset Management. In this role, I worked with Edward Jones financial advisors throughout the state of Illinois. My mission was to consult with financial advisors on building portfolios for their clients. The guidance was focused on enhancing returns, reducing risk and managing volatility in a cost and tax efficient manner. I joined Edward Jones in 2018, as my passion is helping people organize their financial lives to reach their goals.
I am an active member of the Bartlett Chamber of Commerce and Rotary Club of Bartlett, serving and volunteering in the community.
Relationships are instrumental to my practice. I consistently meet with my clients to find out what's important to them, put a tailored strategy in place to meet their goals, and partner with them to make sure they stay on track. I meet when it's convenient for them due to the demands of balancing family, work and personal time. Feel free to come by and say hello.
Office Address138 Bartlett Plaza
Bartlett, IL 60103 opens in a new window
Phone NumberElliot Meibach at (630) 736-5605
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