Mary Planek
Senior Vice President and Senior Wealth Advisor at Northern Trust | Greater Chicago Area
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Mary Planek serves as a Senior Vice President and Senior Wealth Advisor at Northern Trust Corporation, where she leverages over a decade of experience in wealth management to provide exceptional service to her clients in the Central Region. With a deep understanding of the complexities of financial planning, Mary employs an integrated approach that ensures her clients receive personalized strategies tailored to their unique aspirations and circumstances. Her expertise as a Certified Financial Planner (CFP) allows her to navigate the intricacies of investment advisory, retirement planning, and estate tax planning, ensuring that each client’s financial goals are not only met but exceeded.
At Northern Trust, Mary is actively involved in key projects that focus on enhancing client engagement and delivering meaningful insights. She collaborates with a multidisciplinary team to design comprehensive asset allocation strategies that align with her clients' long-term objectives, whether they are individuals, families, or institutions. Her commitment to ethical guidance and effective solutions is evident in her meticulous attention to detail and her ability to anticipate the evolving needs of her clients.
Mary’s proficiency in trust services and her designation as a Certified Trust and Fiduciary Advisor (CTFA) further enhance her capability to offer holistic wealth management solutions. By staying abreast of industry trends and regulatory changes, she ensures that her clients are well-informed and prepared for the future. In a rapidly changing financial landscape, Mary Planek stands out as a trusted advisor, dedicated to empowering her clients to achieve their financial dreams with confidence and clarity.
Senior Vice President and Senior Wealth Advisor at Northern Trust in June 2021 to Present
Senior Vice President and Regional Director of Goals Driven Wealth Management at Northern Trust in January 2018 to June 2021
Vice President, Wealth Advisor/Financial Consultant at Northern Trust in March 2012 to December 2017
Financial Consultant at M. A. Planek Financials in January 2005 to March 2012
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Financial Advisory
Strategic Financial Planning
Certified Financial Planner
Wealth Management
Finance
Retirement Planning
Investment Advisory
Asset Allocation
Financial Goals
CFP
Trust Services
CTFA
Estate Tax Planning
Tax Planning
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Discover more about Northern TrustWhat is Mary Planek email address?
Email Mary Planek at [email protected]. This email is the most updated Mary Planek email found in 2026.
What is Mary Planek phone number?
Mary Planek phone number is +13124861810.
How to contact Mary Planek?
To contact Mary Planek send an email to [email protected]. If you want to call Mary Planek try calling on +13124861810.
What company does Mary Planek work for?
Mary Planek works for Northern Trust
What is Mary Planek's role at Northern Trust?
Mary Planek is Senior Vice President and Senior Wealth Advisor
What industry does Mary Planek work in?
Mary Planek works in the Financial Services industry.
Mary Planek Email Addresses
Mary Planek Phone Numbers
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