My mission is to empower individuals and businesses to achieve their financial goals through personalized guidance and a commitment to their success.
- Bachelor’s Degree, Financial Planning, University of Illinois at Urbana-Champaign
- CERTIFIED FINANCIAL PLANNER™ professional
- Comprehensive Financial Planning
- Asset Allocation and Investments
- Tax and Estate Planning Strategies
VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
CHICAGO, IL 60606
Abby Phillips is a Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional at Vivaldi Capital Management. Abby provides comprehensive financial advice and solutions to help clients meet their goals. Prior to joining Vivaldi in 2021, Abby graduated from the University of Illinois with a bachelor’s degree in Financial Planning and previously worked as an Associate Advisor at Mariner Wealth Advisors.