Rob Basile Wealth Planner Chicago Private Bank Team

Rob Basile is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your investment strategy including matters of estate, tax, insurance, investments and retirement. Rob focuses on both your long-term and short-term goals for all aspects of your financial life.

Education

The University of St. Francis, Joliet, IL - Bachelor of Science Accounting
The College for Financial Planning, Greenwood Village, CO - CFP Pre-certification

Professional Experience & Areas of Focus

Rob has been employed in the high net-worth niche of the financial services industry since 2004 and joined the 5/3 Private Banking team in 2012.

Licenses & Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Rob has spent his entire career in Private Wealth Management for affluent individuals, families and business owners, helping them achieve their financial and personal goals. He maintains a consultative Financial Planning philosophy of first understanding what client's needs are, both short-term and long-term, before recommending a solution. Rob has extensive experience in all areas of personal financial planning, including retirement modeling, income tax planning, portfolio construction/analysis, estate planning, and cash flow management.