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Patty Finley, Financial Advisor

FINANCIAL ADVISOR
Patty Finley

AAMS™
1007 Church St Suite 300, Evanston, IL 60201opens in a new window
CallSend Me a Message

Focus Areas

  • LGBTQ+ Finances
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Hispanic Family Finances

About Patty

You're my #1 priority and I'm here to be your guide, teacher, and attentive partner to walk you through the complexities of the financial world. My purpose is to ensure your financial health is well and that your roadmap is specifically tailored to your needs.

A little about me:

Originally from Brownsville, Texas, I moved to Chicago at 18 to attend DePaul. I graduated with a double major – finance and Spanish (since I'm fluent) and an international business minor. I have been involved with Evanston Pride from the get-go in 2019 and it's my honor to continue ensuring the success of...

Work History

  • Edward JonesOctober 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • DePaul UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Cooking
  • Traveling
  • Camping
  • Community Outreach

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(847) 328-7853

Fax

(877) 347-2565

Office Address

1007 Church St Suite 300
Evanston, IL 60201opens in a new window

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