Warren Suess
Warren started his career with his current broker-dealer, now Equitable Advisors, in 2008 and focuses on working with professionals, families, educators, and small business owners. Since he was young, Warren has valued strong relationships and had an interest in finance. Warren's approach has been to combine his years of practice along with a commitment to education in developing a well-rounded comprehensive style that allows clients make their finances a source of pride.
Prior to joining Life Loyal Advisors, Warren worked as a Regional Vice President for 5 years. His duties included recruiting, training and coaching new hires to build a successful financial services career, in addition to working with his clients. He thinks this period was vital to his growth in building a team and ultimately a great client experience.
Qualifications:
Warren holds a Bachelor of Science degree from Ball State University in Business Administration. In addition to his college degree, he holds the following licenses, titles and designations:
- FINRA Series 7, 66, and 24 securities registrations
- CA Insurance Lic. #4299997
- Life, Health, and Long-Term Care Insurance Licenses
- CERTIFIED FINANCIAL PLANNER®
Personal:
Warren and his wife, Bailey, reside in Clarendon Hills along with their sons Baker and Brady. One of their greatest passions is to travel and they are working on seeing all 7 continents (Warren's been to 5). In addition to traveling, he grew up an athlete and huge sports fan. He was fortunate to play quarterback at Ball State and enjoys many sports including golf, football, and fitness.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.