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Clayton D. Balko, CRPC®

Clayton D. Balko, CRPC®

Private Wealth Advisor - Vice President at Rockefeller Capital Management

Greater Chicago Area

Clayton's is focus is on providing personalized wealth management services to high net worth individuals, families and small business owners; helping them to meet both their near-term and long-term financial goals. Within this space he develops strategies and implements recommendations that are designed to help his clients elevate themselves from where they are now to where they want to be.

Clayton's approach to wealth management is consultative, thoughtful and objective. Following a disciplined wealth management process, Clayton will begin by helping you establish your unique financial goals. Using them as a guide, you'll work together to create a strategy that is tailored to those goals so that you never lose sight of them. Then, he will utilize the resources that are available to Rockefeller Capital Management clients to implement your strategy with efficiency and effectiveness. Finally, he will review and track your progress toward your goals, to help ensure that you remain on track to achieve them and to help them evolve as your life does.

Clayton holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning. He also holds his Series 66 and Series 7 registrations issued by the Financial Industry Regulatory Authority (FINRA) and his Illinois Insurance License for Life & Health. Clayton is a graduate of the University of Illinois, where he obtained his B.S. in Finance as well as his B.S. in Accountancy. In his free time he volunteers as a Mentor Coach with America Needs You, helping first generation college students realize their professional and personal ambitions.


*CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.


Experience:

  • Private Wealth Advisor - Vice President (Rockefeller Capital Management)
  • Senior Financial Advisor, Assistant Vice President (Merrill Lynch Wealth Management)
  • Paraplanner (Mesirow Financial)

Skills:

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