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Marci Arnheim, CFP®

Vice President, Wealth Advisor

209 S. LaSalle Street, Suite 1200
Chicago, IL 60604


Marci Arnheim specializes in financial planning, retirement planning and education planning.

Guiding clients with intelligence, integrity and dedication, she believes that long-term financial planning, combined with prudent risk management tailored to the individual, is the cornerstone of successful investing.

Marci joined the firm in 2009 and brings over 25 years of industry experience, beginning with her advisory experience at E.F. Hutton and Smith Barney, a division of Citigroup Global Markets

EducationBS, Newcomb College/Tulane University,
New Orleans, Louisiana
Credentials & LicensesCertified Financial Planner (CFP®), 1988
Series 3, 7, 63, 65
InvolvementPresident of Friends of Lincoln Park High School
Advisory Board Member, Abraham Lincoln
Elementary School
PersonalResides in Chicago, married with two children