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Peter M. Bentler, CFP®
First Vice President, Investments
Wintrust Investments

773.298.6205 Direct
866.354.4440 Toll-free
866.572.1847 Fax

Beverly - Main

10258 South Western Avenue
Chicago, Illinois 60643

Beverly - Walk Up Facility

1908 West 103rd Street
Chicago, Illinois 60643

First National Bank of Evergreen Park

3960 W. 95th St.

Evergreen Park, Illinois 60805

Peter Bentler serves as the Financial Advisor at Beverly Bank & Trust. Peter's team works with a select group of individuals, families, businesses, and institutions to help them build, manage, preserve, and transition comprehensive wealth. When Peter speaks of comprehensive wealth he is referring to the four cornerstones of wealth: Investments, Credit/Debt, Risk Management, and Trusts and Estates. He does this in an independent, objective, unbiased, and cost-effective manner.

Prior to joining the firm, Peter worked at Smith Barney for seven years, most recently as Financial Advisor with the Executive Financial Services Group. In this capacity, Peter was responsible for working with corporate executives to diversify their concentrated employee stock option plans. Peter's tenure at Smith Barney also included serving as an Investment Management Analyst for pensions, endowments, and foundations. In this role, Peter was responsible for money manager selection, evaluation, and performance monitoring for $2 billion of invested capital.

Peter graduated with a bachelor's degree in Commerce with a major in Finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7 and 66 Licenses in addition to Illinois Life, Health, Variable Annuities, and Long Term Care Insurance Licenses. He is based out of Beverly Bank & Trust but can be seen by appoint at Oak Lawn Bank & Trust and First National Bank of Evergreen Park.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Securities, insurance products, financial planning and investment management services offered through Wintrust Investments, LLC, (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, respectively. Investment products such as stocks, bonds, and mutual funds are not insured by the FDIC or any federal government agency, not bank guaranteed or a bank deposit, and may lose value.