Jason Garcia

 Jason Garcia

 Vice President – Wealth Management Officer

Jason is a Wealth Management Officer with First Midwest Bank serving the Chicago - Metro. Jason works with wealthy individuals, families, public and private foundations and endowments to address their distinctive wealth management needs. He channels the extensive resources of First Midwest Bank to meet client needs in the following areas: investment management, trust and estate planning, retirement and long-term planning strategies and custom credit, lending and banking needs.

Jason is experienced in addressing the complexities of wealth. He has a particular depth in transitioning closely-held businesses for private business owners, managing concentrated stock positions for senior executives and coordinating specialty asset management services for farm and ranch clientele. He provides family legacy planning in niche areas such as fine art and equine holdings, developing tailored financial strategies particular to those pursuits.

Jason has worked in the financial services industry since 1999. His experience includes tenures with the Northern Trust Company, BMO - Harris Private Bank, U.S. Trust and Charles Schwab. His roles included Wealth Strategist, Team Manager, Financial Consultant and International Business Development Director.

Jason earned his undergraduate degree from the University of Illinois at Urbana - Champaign. He also holds two Master's degrees in U.S. Foreign Relations and International Business from the University of Kentucky. Jason completed the Certificate Program in Financial Planning at DePaul University - Chicago.

Jason has volunteered his time with the Wounded Warriors Project, Catholic Charities, the Chicago Symphony Orchestra Overture Council, the ALPFA Tax Advisory Board of Chicago and Youth Baseball as a coach.

Call 630.725.1571 to get connected with Jason today.

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