“We work, every day, to design and implement financial plans that give our clients the confidence to pursue the things in life that are truly important to them.”
Peter Wilmot is a Principal and Chief Investment Officer at Professional Wealth Advisors, LLC. He brings over 18 years of financial planning knowledge and investment advice to professionals, independent women, endowments and foundations.
In 2015, Peter and his business partners founded Professional Wealth Advisors, LLC to establish an independent wealth management firm that is objective. A firm that always puts the client’s interest ahead of the company.
Prior to creating Professional Wealth Advisors, he served as a Financial Planner, Wealth Advisor, regional Director of Training, and Director of Advisor Teaming for MetLife Securities.
Peter graduated Magna Cum Laude from Elmhurst College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC®). He is a member of the Financial Planning Association. He currently holds licenses for FINRA series 6, 63, 65, 7 & 24 through LPL Financial as well as Life and Disability Insurance.
He, and his wife, have two children and live in Bensenville, IL. They enjoy traveling, golf and cheering on their daughter and son at gymnastics competitions, basketball games and golf events.
Peter’s favorite quote: “Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.” – Paul J. Meyer