Mario Minotti
Chicago, IL & Schererville, IN
Partner
BACKGROUND/FOCUS
Mario P. Minotti is the founder of Minotti Financial Group*, which is a part of the Legacy group. He serves individual, corporate and institutional clients through holistic financial planning, retirement planning, and risk management.
Before beginning his career with Minotti Financial Group, Mario worked at an accounting firm in Chicago where he obtained a background in taxation and employee benefit plans. He then began working with his father and became the second generation in his family to pursue a profession in wealth management. Today, Mario assists a variety of clients on managing all aspects of their financial lives as well as addressing their complex challenges, ranging from fiduciary management to retirement and estate planning.
ACCOMPLISHMENTS
Mario has consistently been the recipient of numerous awards throughout his career including Million Dollar Round Table's Court of the Table** and BusINess Magazine’s Top 20 Under 40 list of professionals in the Chicagoland area. He has also been a trusted source for personal finance and market-related commentary and has been featured in CNBC, U.S. News & World Report, and The Wall Street Journal to consult on ways to improve the U.S. retirement plan system.
EDUCATION & COMMUNITY
Mario graduated with honors from DePaul University with a Bachelor’s Degree in Finance, and holds his Masters of Business Administration (MBA) degree from Loyola University Chicago. He is a member of various professional and charitable organizations, including the Financial Planning Association’s Board of Directors, Methodist Hospitals Foundation Board of Directors, Union League Club of Chicago, and Executives’ Club of Chicago. Mario enjoys spending time with his family, traveling, golfing, and power-boating.
*Minotti Financial Group is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, member FINRA/SIPC.
**Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.