Michele A. Morgan, CTFA
Vice President – Wealth Management Officer
Michele joined First Midwest Bank in December 2012 and enjoys working with individuals and families to solve their financial challenges. From simple to complex estate planning needs, her knowledge enables her to assist her clients with turning their financial goals into reality. Her personable nature lends itself well to working with disabled individuals and their families. Michele’s expertise with guardianships for minors and adults as well as the administration of OBRA and other special needs trusts makes her a valuable asset to the Wealth Management team.
Michele’s experience includes over twenty years in the wealth management services area. She has achieved the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Her educational background includes a B.A. in Management, with honors, from Benedictine University, and completion of Cannon Financial Trust School I, II and III. Michele is a member of the Fox Valley Estate Planning Council; she has served on the board of directors for twelve years and is currently serving as the Council’s President. Michele and her husband, Chuck, live in Plano, Illinois with her son Kevin.
Call 815-773-2612 to get connected with Michele today.Send an Email to Jim