Executive Highlight

John Stanton

President, Wealth Advisor, Stanton Group Wealth Partners, Inc

Industry: Banking / Finance

Business Founded: 2014

Phone: (630) 886-7248

Email: [email protected]

Address:
2020 Calamos Court Ste 200
Naperville, Il 60563

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How long have you been in your industry?38 years

Why did you choose your industry?I found economics to be of interest in college. And, my first job after under grad was with a mutual fund company in Chicago, working with the portfolio professionals, understanding the various investment strategies, and speaking with clients, never boring, the flow of business, the markets, how successful businesses run.

Who are your typical clients?Top producing sales professionals, business people, and their families.

What do you like best about being in this industry?Working with , and helping clients and their families.

What are common problems you see?Conflicts of interest, lack of transparency, in many financial products.

What advice/tips do you have for clients?Define the way you want to live, know the cost, spend on what is truly important to you. Then develop a game plan to fund your lifestyle now, and in the future.

When is your busy season?Never a busy season, we typically meet with our clients formally at least once a year, speaking with them monthly, working daily on the financial plans, and client portfolios,

What keeps you up at night?Nothing really.

How do you market yourself to grow/expand your business?Referrals, social media.

How involved are you in the community?We like to participate in local charitable events. We have the CASA Kendall County golf outing coming up June 5th.

What is your favorite not for profit or charity?Wounded warriors , Tunnels to Towers

What advice would you give to someone thinking of getting into this business?If you want to work with families, see if you can get an internship with a small to medium sized Investment Advisor.

What do you enjoy doing in your free time?Golf, live music events, hanging out with my wife Jill, family, and friends.

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