Alan Gunn

Alan Gunn Email and Phone Number

Investment Management and Financial Planning Professional @ Financial Solutions Advisory Group
chicago, illinois, united states
Alan Gunn's Location
Greater Chicago Area, United States
Alan Gunn's Contact Details

Alan Gunn personal email

About Alan Gunn

Financial Solutions Advisory Group is a fee-only independent Registered Investment Adviser (RIA) and financial planning firm. We combine personalized investment management and financial planning advice with old-fashioned individual client service.We work with those who have just gone through life transitions (death of a spouse, gone through a divorce, or received an inheritance) and are in need of financial and investment advice. We specialize in serving athletes and those in the performing arts.We also work with many clients who no longer wish to manage their assets on their own.I have more than 18 years of private wealth management, client service, and sales experience and more than 20 years total financial service industry experience including personal trust administration, financial planning, credit analysis and commercial loan underwriting. My education includes an MBA from the University of Chicago Booth Graduate School of Business.Specialties: Personal finance, private client services and sales. Also investments, asset allocation, personal trust administration, and estate tax issues.

Alan Gunn's Current Company Details
Financial Solutions Advisory Group

Financial Solutions Advisory Group

View
Investment Management and Financial Planning Professional
chicago, illinois, united states
Employees:
8
Alan Gunn Work Experience Details
  • Financial Solutions Advisory Group
    Relationship Manager
    Financial Solutions Advisory Group Sep 2009 - Present
    8700 W. Bryn Mawr Ave., Suite 401-N Chicago Il 60622
  • U.S. Trust / Bank Of America Private Wealth Managment
    Personal Trust Adminstration
    U.S. Trust / Bank Of America Private Wealth Managment Nov 1995 - Mar 2009
  • Continental Bank / Bank Of America
    Senior Credit Analyst
    Continental Bank / Bank Of America Sep 1993 - Nov 1995
  • Dana Commercial Credit
    Senior Credit Analyst
    Dana Commercial Credit 1989 - 1992

Alan Gunn Skills

Investment Management Financial Planning Client Service Asset Allocation Investments Wealth Management

Alan Gunn Education Details

Frequently Asked Questions about Alan Gunn

What company does Alan Gunn work for?

Alan Gunn works for Financial Solutions Advisory Group

What is Alan Gunn's role at the current company?

Alan Gunn's current role is Investment Management and Financial Planning Professional.

What is Alan Gunn's email address?

Alan Gunn's email address is al****@****ail.com

What schools did Alan Gunn attend?

Alan Gunn attended University Of Chicago, Central School Glencoe, Lawrence University, Northwestern University.

What are some of Alan Gunn's interests?

Alan Gunn has interest in Bicycle Riding And Repair, Estate Planning And Financial Planning, Personal, Investment And Risk Management, Farming And Gardening, Professional.

What skills is Alan Gunn known for?

Alan Gunn has skills like Investment Management, Financial Planning, Client Service, Asset Allocation, Investments, Wealth Management.

Who are Alan Gunn's colleagues?

Alan Gunn's colleagues are David Jutovsky, Scott Munkvold, Cfp, Ctfa, Doug Bennington.

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