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Evelyn Berthold, Financial Advisor serving the Schaumburg, IL area - Ameriprise Advisors

Evelyn Berthold

MBA

Financial Advisor

Selective Wealth Solutions Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies

Education

  • DePaul Driehaus College of Business - Master of Business Administration
  • Michigan State University - Bachelor of Arts in Finance

Previous experience

  • Risk Portfolio Manager, JP Morgan Chase, Chicago, IL, 2018-2023
  • Risk Portfolio Manager, 5/3 Bank (MB Financial Bank), Chicago, IL, 2011-2018
  • Commercial Banking Officer, 5/3 Bank (MB Financial Bank), Chicago, IL, 2006-2011

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Spending time with my four wonderful children, my incredible husband, immediate family and friends
  • Staying active and enjoying outdoor activities such as golf, hiking, and snowboarding
  • Traveling and trying new restaurants

My photos

1 albums
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