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In the News

MANAGING PARTNER INSIGHT: MARKET UPDATES - SEPTEMBER 2022 

As we enter the fourth quarter of the year, our attention turns toward the changing season (particularly in the Midwest), the holidays, and this year, the mid-term election. As we look ahead to the holidays, we find that this is always a good time to reflect and be thankful for each of our clients. 

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SIJO JOB JOINS PROFESSIONAL WEALTH ADVISORS AS PARTNER AND WEALTH ADVISOR 

(Downers Grove, IL)          Managing Partner Peter Wilmot announced Sijo Job has joined Professional Wealth Advisors, LLC (PWA) as Partner and Wealth Advisor. Job comes to PWA with over 17 years of experience in the financial services industry. During his tenure at JPMorgan Chase as Vice President-Private Client Advisor, Sijo was recognized as a top producer and ranked amongst the best in client satisfaction. LINK

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MATTHEW REYNOLDS JOINS PROFESSIONAL WEALTH ADVISORS AS PARTNER AND WEALTH ADVISOR 

(Downers Grove, IL)          Managing Director Kosta Tanglis announced Matthew Reynolds has joined Professional Wealth Advisors, LLC as Partner and Wealth Advisor. “We are thrilled that Matt chose to join us at PWA and could not be more excited about our new partnership. As a firm, our mission is to provide thorough financial advice while delivering the best client experience. We are confident that Matt shares this philosophy, and with his 17 years of industry experience and knowledge, we look forward to supporting the success and growth in his practice going forward.” Tanglis says. 

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MANAGING PARTNER INSIGHT: MARKET UPDATES - JUNE 2022 

Well, we have certainly picked an interesting time to update the format of our newsletter, to say the least. We hope that you will find this new format to be more timely, impactful, entertaining and confidence inspiring. Rather than monthly, we will be sending these to you quarterly, with some additional, short-form, communications coming in-between. This will also give the Managing Partners, Steve Potts, Martin Campbell, Craig Ibrahim and me the opportunity to share our perspectives about what is happening in the world and with PWA. 

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PROFESSIONAL WEALTH ADVISORS MERGE WITH PLANNERS FINANCIAL GROUP OF MILWAUKEE

(Downers Grove, IL)          Stephen Potts, Managing Partner of Professional Wealth Advisors, LLC (PWA) announced a merger with Planners Financial Group, LLC. “PWA is proud to expand to Wisconsin, with our first office in Milwaukee,” explained Potts. “Nick Ignatowski and his team have built an excellent reputation as a family business which strongly honors their community and Polish heritage.” 

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CRYSTAL KOLCZ JOINS PROFESSIONAL WEALTH ADVISORS AS MANAGING DIRECTOR

(Crystal Lake, Downers Grove, IL)          Stephen Potts, Managing Partner of Professional Wealth Advisors, LLC (PWA) announced Crystal Kolcz, CFP® has joined the organization as Managing Director. “With all of our recent growth, we are excited to have such a credentialed, take-charge leader as Crystal.” 

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PROFESSIONAL WEALTH ADVISORS MERGE WITH THE HANNON FINANCIAL GROUP

(Crystal Lake, Downers Grove, IL)          Peter Wilmot, Managing Partner of Professional Wealth Advisors, LLC (PWA) announced a merger with The Hannon Financial Group of Oak Brook, IL.  According to Wilmot, “We found a tremendous synergy with Terry and Kevin Hannon, their client centric values fit the PWA mission perfectly.” 

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BRUCE PERSKY RECOGNIZED AS ONE OF LPL'S TOP FINANCIAL ADVISORS

(Downers Grove, IL)      Bruce Persky, an independent LPL Financial advisor at Professional Wealth Advisors, LLC in Downers Grove, today announced his inclusion in LPL’s Freedom's Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. 

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BRYAN SCHNEIDER RECOGNIZED AS ONE OF LPL'S TOP FINANCIAL ADVISORS

(Downers Grove, IL)      Bryan Schneider, an independent LPL Financial advisor at Professional Wealth Advisors, LLC in Downers Grove, today announced his inclusion in LPL’s Director’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*.

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BARRY KRUMWIEDE HONORED AS ONE OF LPL'S TOP FINANCIAL ADVISORS

(Downers Grove, IL)            Barry Krumwiede, an independent LPL Financial advisor at Professional Wealth Advisors, LLC in Downers Grove, today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than less than 7% of the firm’s more than 19,000 financial advisors nationwide*.

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PROFESSIONAL WEALTH ADVISORS ANNOUNCE NEW HEADQUARTERS AND OFFICE LOCATIONS

(Crystal Lake, Downers Grove, IL)           Due to significant growth through acquisition and advisor recruitment, Professional Wealth Advisors, LLC (PWA) has announced their expansion with new locations in Crystal Lake and Downers Grove, Illinois. 

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PROFESSIONAL WEALTH ADVISORS ANNOUNCE AARON BADDELEY OF PGA TOUR AS BRAND AMBASSADOR

(Downers Grove, IL)           Stephen Potts, Managing Partner of Professional Wealth Advisors, LLC announced that Aaron Baddeley of the PGA Tour will serve as Brand Ambassador for the independent wealth management firm.

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JOHN SEARER JOINS PROFESSIONAL WEALTH ADVISORS AS PARTNER AND WEALTH ADVISOR

(Downers Grove, IL)          Managing Partner Peter Wilmot announced John Searer has joined Professional Wealth Advisors as Partner and Wealth Advisor. Searer brings with him over 40 years of experience in the banking industry, with the last 15 years spent in wealth management.

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RAYMOND KERMEND, CFP®, JOINS PROFESSIONAL WEALTH ADVISORS AS PARTNER AND WEALTH ADVISOR

(Downers Grove, IL)          Managing Partner Josh Gerry announced Raymond Kermend, CFP®, has joined Professional Wealth Advisors as Partner and Wealth Advisor. With over 22 years of experience in comprehensive financial planning, Kermend provides dynamic wealth management strategies and services to help families navigate through big financial questions they face in life.

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JOHN GOBLET JOINS PROFESSIONAL WEALTH ADVISORS AS PARTNER AND WEALTH ADVISOR

(Downers Grove, IL)          Managing Partner Stephen Potts announced John Goblet, Jr. has joined Professional Wealth Advisors as Partner and Wealth Advisor. Drawing on nearly two decades of experience in wealth management, Goblet works passionately with each of his clients to fulfill their unique financial needs.

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SCOTT CIMO, CFP®, JOINS PROFESSIONAL WEALTH ADVISORS AS PARTNER AND WEALTH ADVISOR

(Downers Grove, IL)          Kosta Tanglis, Vice President, PWA Partners, announced Scott Cimo, CFP® has joined Professional Wealth Advisors as Partner and Wealth Advisor. Scott has over 15 years of experience in successfully building long, personal, and prosperous relationships with clients while helping them pursue their financial goals.

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BRIAN BELLOT JOINS PROFESSIONAL WEALTH ADVISORS AS PARTNER AND WEALTH ADVISOR

(Downers Grove, IL)          Managing Partner Josh Gerry announced Brian Bellot has joined Professional Wealth Advisors as Partner and Wealth Advisor. Bellot will provide clients with guidance and develop actionable plans to help them pursue their financial goals – now and as they evolve in the future.

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KOSTA TANGLIS JOINS PROFESSIONAL WEALTH ADVISORS AS VP

(Downers Grove, IL)          Managing Partner Josh Gerry announced Kosta Tanglis has joined Professional Wealth Advisors as Vice President, PWA Partners. Tanglis will lead PWA’s growing partner channel program.

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PROFESSIONAL WEALTH ADVISORS AND HIGHPOINT PLANNING PARTNERS ANNOUNCE MERGER OF 200 ADVISORS

(Downers Grove, IL)            Professional Wealth Advisors, LLC (PWA), an independent wealth management firm and HighPoint Planning Partners, LLC, an independent registered investment advisor (RIA) announced a game-changing merger agreement to become one of the largest RIA hybrid platforms in the industry.

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