As your financial advisor, I serve as a partner and mentor to you and provide comprehensive financial strategies and advice that are centered around your goals.
I work with a select group of successful individuals and families that are committed to their long-term financial goals to overcome growing financial responsibilities, fund a fulfilling retirement and create a meaningful legacy. I use an established financial advising process to understand what’s most important to you and create personalized, actionable and trustworthy strategies to help you reach each milestone of life.
I’m overjoyed to say that my business is more than just a job – it allows me the opportunity to fulfill my passion of helping others while simultaneously developing lasting relationships with those I serve.
I earned the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Consultant® designation to enhance my skillset and increase my knowledge in providing holistic financial advice. Prior, I graduated from the University of Illinois at Urbana-Champaign with a BA in financial planning. In 2017, I joined Edward Jones, immediately attaining my Series 7 General Securities Representative and Series 66 Uniform Combined State Law registrations.
I believe it is important to give back to our community. I am on the board of the United Way of Will County, serve as an ambassador for the Joliet Region Chamber of Commerce and am an active member of the Rotary Club of Joliet, Mt Prospect Chamber of Commerce and the Estate Planning Council of Greater Joliet.
On a personal note, my soon-to-be wife, Casey, and I thrive on being active outdoors, enjoying snowboarding during the winter and hiking and camping in the summer. I am an avid tennis player and leisure golfer. The values my father, a financial advisor, and mother, a grade school superintendent, instilled in me are a significant reason I chose to become a financial advisor.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Health & Nutrition
Phone NumberScott Segobiano at (815) 744-2127
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