Jonathan Prell Wealth Management Advisor Chicago Private Bank Team

As Wealth Management Advisor, Jonathan Prell serves as your wealth management coordinator and consultant. Jonathan collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

University of Arizona, Tucson, AZ - Economics

Professional Experience & Areas of Focus

With nearly 25 years of financial services experience, Jon Prell, is a Wealth Management Advisor partnering with clients to understand their holistic wealth picture. Jon works with his clients to help achieve their goals and priorities as it pertains to their aspirations and values in life and with family. Jon has a team of dedicated specialists who provide customized and comprehensive wealth solutions across the spectrum of financial challenges.

Licenses & Professional Designations

  • Life Insurance
  • Registered Uniform Securities Agent (Series 63)
  • Investment Advisor Representative (Series 65)
  • Registered General Securities Representative (Series 7)

Personal & Community Participation

Jon lives in the Northwest suburbs with his wife and three daughters. Jon is a member of Journey Care Hospice Adivisory Board, District 220 Education Foundation Board and Booster for the BHS Girls Soccer Club.