Jason GarciaWealth Management Officer

Address

520 N. Cass Ave.
Westmont, Illinois 60559
US

Phone

About Jason Garcia

Years with First Midwest

Joined First Midwest Bank in 2016

Licenses/Accreditations

Series - 7, 66, 63, 9, 10 & 24, Certified Trust and Financial Advisor (CTFA) Levels I & II, College of Financial Planning Program – DePaul University

College Attended

MBA, MA, University of Kentucky, BA, University of Illinois at Urbana-Champaign

Areas Served

Chicago-Metro Area

Jason Garcia is a Wealth Management Officer with First Midwest Bank. He works with high net worth individuals and families as well as public and private foundations and endowments to address their distinctive wealth management needs. He channels the extensive resources of First Midwest Bank to assist clients in the following areas: Investment Management, Trust Administration, retirement and long-term financial planning strategies and custom credit, lending and banking needs.
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First Midwest Services

CREDIT AND FINANCING

Whether you are expanding your business or supporting cash flow needs, First Midwest has loan options to help you achieve your financing goals.

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PRIVATE BANKING

We provide individualized service for successful entrepreneurs and business owners, legal professionals, corporate executives, private investors, and individuals with inherited or retirement wealth.

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MORTGAGES

First Midwest bank offers appropriate mortgage options to help you achieve your purchase or refinance goals.

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You Have Plans. We Have Ideas™.

You Have Plans. We Have Ideas™.

You want to develop an investment strategy that fits your lifestyle. How do you get started? Are you prepared to navigate upcoming economic fluctuations? Or, the passage of new governmental policies? We have ideas. We can help turn your plans into reality.

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