Mary Planek Email & Phone Number

Mary Planek

Senior Vice President and Senior Wealth Advisor at Northern Trust | Greater Chicago Area

Mary Planek Socials
About Mary Planek

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.

Mary Planek Work
1 experience icon

Senior Vice President and Senior Wealth Advisor at Northern Trust in June 2021 to Present

2 experience icon

Senior Vice President and Regional Director of Goals Driven Wealth Management at Northern Trust in January 2018 to June 2021

3 experience icon

Vice President, Wealth Advisor/Financial Consultant at Northern Trust in March 2012 to December 2017

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Mary Planek Skills

Financial Advisory

Strategic Financial Planning

Certified Financial Planner

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About Mary Planek's Current Company
Frequently Asked Questions about Mary Planek

What 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

Email Mary Planek at [email protected]. This email is the most updated Mary Planek email found in 2026.

Mary Planek Phone Numbers

Mary Planek phone number is +13124861810.
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