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| Robert T. Mortimer, Jr. CFP® |
| Senior Vice President |
| Financial Advisor |
| 312.368.0414 |
| rmortimer@wundernet.com |
| Chicago Office |
200 West Madison Street
Suite 2950
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| Chicago IL 60606 |
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| Professional Profile |
| Mr. Mortimer offers comprehensive asset management and financial planning to high net worth investors. For most clients, he recommends a conservative long-term approach emphasizing prudent risk management through diversification among several asset classes. As a Certified Financial Planner™, he considers all relevant aspects of the planning process including Retirement, Education and Estate Planning as appropriate. |
| Robert joined Wunderlich Securities in its Chicago office May of 2010. Prior to Wunderlich Securities, he was Branch Manager of the UBS Financial office in Hinsdale, Illinois. Mr. Mortimer has also served as Director of Branch Business Development for Piper Jaffray, and Managing Director and Branch Manager for RBC Dain Rauscher in Oak Brook, Illinois. Robert holds a BA from Dartmouth College and earned a Master of Management from Kellogg Graduate School of Management, Northwestern University in 1980. He is a long-time resident of Hinsdale, IL where he lives with his wife of 25 years and their three sons. Active in community affairs, he currently volunteers as President of the Hinsdale Central High School Foundation, providing funding for teacher grants and other programs promoting excellence in the local high school. |
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