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~ Chicago-based financial advisory firm, Porte Brown Wealth Management LLC, has recently announced the appointment of Elvis Medica, MBA, as their newest Wealth Management Advisor. With almost three decades of experience in the financial services industry, Medica brings a wealth of knowledge and expertise to the firm.
As an accomplished executive leader and combat veteran, Medica has a unique blend of strategic leadership skills, advisor development experience, and client-focused planning expertise. He has successfully led national growth initiatives, supported advisor success, and built frameworks for delivering comprehensive financial solutions.
Medica's disciplined and service-oriented mindset is shaped by his military background and refined through years of leadership in the financial services profession. In his new role at Porte Brown Wealth Management LLC, he will be focusing on retirement and distribution planning, investment strategy, risk management, as well as legacy and education planning.
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Expressing his excitement about this new opportunity, Medica said, "Throughout my career, I've focused on helping teams grow, supporting advisors, and building solutions that prioritize clients' needs. Now, I'm thrilled to apply that experience in a more personal way by working directly with individuals and families to plan for their future. I'm truly excited about the impact we'll make together at Porte Brown."
Joe Gleba, CEO/Managing Partner of Porte Brown also expressed his confidence in Medica's abilities saying, "Elvis is a proven leader whose expertise and passion for client success align perfectly with our mission. His addition further strengthens our ability to deliver integrated financial advice alongside our tax and accounting services."
Ron Manso CFP®, Partner and Financial Advisor at Porte Brown Wealth Management LLC also shared his enthusiasm about Medica joining their team saying,"Elvis brings a unique ability to connect with clients and guide them through life's most important financial decisions. We're excited to have him on board as we continue expanding our holistic wealth management offering."
With the addition of Medica to their team, Porte Brown Wealth Management LLC is confident in their ability to provide comprehensive and personalized financial solutions to their clients.
As an accomplished executive leader and combat veteran, Medica has a unique blend of strategic leadership skills, advisor development experience, and client-focused planning expertise. He has successfully led national growth initiatives, supported advisor success, and built frameworks for delivering comprehensive financial solutions.
Medica's disciplined and service-oriented mindset is shaped by his military background and refined through years of leadership in the financial services profession. In his new role at Porte Brown Wealth Management LLC, he will be focusing on retirement and distribution planning, investment strategy, risk management, as well as legacy and education planning.
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Expressing his excitement about this new opportunity, Medica said, "Throughout my career, I've focused on helping teams grow, supporting advisors, and building solutions that prioritize clients' needs. Now, I'm thrilled to apply that experience in a more personal way by working directly with individuals and families to plan for their future. I'm truly excited about the impact we'll make together at Porte Brown."
Joe Gleba, CEO/Managing Partner of Porte Brown also expressed his confidence in Medica's abilities saying, "Elvis is a proven leader whose expertise and passion for client success align perfectly with our mission. His addition further strengthens our ability to deliver integrated financial advice alongside our tax and accounting services."
Ron Manso CFP®, Partner and Financial Advisor at Porte Brown Wealth Management LLC also shared his enthusiasm about Medica joining their team saying,"Elvis brings a unique ability to connect with clients and guide them through life's most important financial decisions. We're excited to have him on board as we continue expanding our holistic wealth management offering."
With the addition of Medica to their team, Porte Brown Wealth Management LLC is confident in their ability to provide comprehensive and personalized financial solutions to their clients.
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