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Peter Wilmot, CFP®, ChFC®
Managing Partner“We work, every day, to design and implement financial plans that give our clients the confidence to pursue the things in life that are truly important to them.”
Peter Wilmot is a Principal and Chief Investment Officer at Professional Wealth Advisors, LLC. He brings over 18 years of financial planning knowledge and investment advice to professionals, independent women, endowments and foundations.
In 2015, Peter and his business partners founded Professional Wealth Advisors, LLC to establish an independent wealth management firm that is objective. A firm that always puts the client’s interest ahead of the company.
Prior to creating Professional Wealth Advisors, he served as a Financial Planner, Wealth Advisor, regional Director of Training, and Director of Advisor Teaming for MetLife Securities.
Peter graduated Magna Cum Laude from Elmhurst College. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and Chartered Financial Consultant (ChFC®). He is a member of the Financial Planning Association. He currently holds licenses for FINRA series 6, 63, 65, 7 & 24 through LPL Financial as well as Life and Disability Insurance.
He, and his wife, have two children and live in Bensenville, IL. They enjoy traveling, golf and cheering on their daughter and son at gymnastics competitions, basketball games and golf events.
Peter’s favorite quote: “Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.” – Paul J. Meyer
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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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