Printer-friendly versionPrinter-friendly version

 

David A. Gaffney
Vice President
Wintrust Investments

708.246.0203 Phone
844.735.8124 Fax

Old Plank Trail Community Bank - New Lenox

280 Veterans Parkway
New Lenox, Illinois 60451

Shorewood Bank & Trust
By appointment only
931 Brook Forest Road
Shorewood, Illinois 60431

Joliet Bank & Trust
By appointment only
2108 W. Jefferson Street
Joliet, Illinois 60435

David A. Gaffney is a Financial Advisor who began his career in the financial industry in 1986. With his deep experience and commitment to service, Dave strives to exceed client expectations with a customized approach to managing their wealth. He helps address their current financial needs and plan for their long-term goals.

Prior to joining Wintrust in 2015, Dave was a Financial Advisor in the Orland Park, Illinois offices of at A.G. Edwards and RBC Wealth Management. Early in his career, he also spent 12 years working in the 30-year bond pit at the Chicago Board of Trade.

Dave has a Bachelor of Science degree in Business Administration, with a concentration in Finance from Creighton University in Omaha, Nebraska. He holds FINRA Series 7, 63, and 66 licenses, in addition to an Illinois Life Insurance License.

Dave resides in New Lenox with his wife, Vicki, and their four children. He enjoys being active in his community. Dave’s past leadership roles include being an Alderman in Palos Heights and President of the New Lenox Chamber of Commerce. He is currently President of Lincoln-Way West High School’s Athletic Boosters.

 



Robert P. Sanfilippo
Financial Advisor
Wintrust Investments

815.462.1017 Phone

Old Plank Trail Community Bank - New Lenox

280 Veterans Parkway
New Lenox, Illinois 60451

Shorewood Bank & Trust
By appointment only
931 Brook Forest Road
Shorewood, Illinois 60431

Joliet Bank & Trust
By appointment only
2108 W. Jefferson Street
Joliet, Illinois 60435

Robert Sanfilippo is a Financial Advisor with over 30 years of financial services experience. Bob joined the firm in 2017 and works to create an investment plan tailored to each individual’s unique needs. With his vast knowledge of equity markets and attention to customer service, he works to construct a long-term strategy and implement a plan to achieve and meet each client’s financial objectives.

Before joining the firm, Bob spent over 25 years as an Institutional Broker on the Chicago Stock Exchange. As a principal of his own firm, he maintained client relationships such as Goldman Sachs and Merrill Lynch.

Bob graduated from Elmhurst College with a BS in Finance and Economics. He holds the FINRA Series 7 License and was a past Board Member of Security Traders of Chicago. He currently serves as a Commissioner of the Tinley Park Park District and volunteers his time coaching youth football. He lives in Tinley Park with his wife and three sons.

 

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, LLC, respectively. 

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY