Bob Morvice, CFP®
Wealth Advisor and Dir. of Operations
Whether I’m relaxing at home or helping folks in the office, I always strive to be a lifelong learner. I believe there’s tremendous value in understanding who my clients are, what’s standing in their way, and where they’d like to go. From there, I help provide thoughtful solutions and close guidance to better move them towards those goals.
I was raised to cherish my family, live my faith, and enjoy the little things in life. That’s why some of my favorite memories from childhood are the days spent fishing on the lake with my grandparents. In the quietest moments, it’s amazing how much clarity can come. This is a lesson I keep with me today while serving clients and enjoying time with loved ones.
My wife of over 20 years, Julie, and I are blessed with four amazing children: Bengt, Anna, Aden, and Eddie. With three away at college, we are enjoying even more quiet moments than ever before.
Julie and I often find ourselves getting off the grid by exploring in our camper, going for walks, or playing golf with our kids. When we’re out traveling, we’ll always try out new restaurants and breweries wherever we are. But when we stay close to home, don’t be surprised if you see me at Wrigley cheering on the Cubs or Soldiers Field watching the Bears.
Now that you know a bit about me and my family, I thoroughly look forward to learning more about yours. I’m here to help guide you through today while pursuing your greater purpose for tomorrow.