Anthony Trainor, Cfp
Anthony Trainor, Cfp
About Me
Anthony is a Senior Financial Advisor with 20 years of experience currently serving the Chicago markets. Through a detailed assessment of his client's financial goals, Anthony helps individuals and their families develop long-term financial strategies to help put their dreams in sight.
Prior to joining the BMO Investment Services team, Anthony worked as a Financial Advisor at Edward D. Jones & Company in Chicago. He earned a degree in Economics from the University of Illinois. Anthony is a CERTIFIED FINANCIAL PLANNER™, a Certified Retirement Counselor®, CRC® conferred by International Foundation for Retirement Education (InFRE), and an Accredited Asset Management SpecialistSM. Anthony holds securities licenses 7, 63 and 66, held through LPL Financial along with his life, health, and variable contracts insurance licenses.
Anthony lives in Barrington with his wife and two children. In his spare time Anthony enjoys coaching soccer for his two daughters, golfing in the summer and skiing in the winter.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management