Rae Anne Soria, CPWA®

Rae-Anne leads a team of professionals dedicated to providing high-net-worth families, closely-held businesses, and charitable organizations with a full range of customized wealth services including investment management, private banking, trust & estate services and comprehensive wealth planning.

She joined the organization in 2015 and has over 10 years of experience in the financial services industry. She earned her Bachelor of Arts degree from Michigan State University. She is a Certified Private Wealth Advisor (CPWA®). She maintains securities licenses 6 and 63, Health and Life Insurance licenses.

Rae-Anne resides in St. Charles with her husband and two boys. She enjoys traveling, Michigan State sports and spending quality time with her friends and family. Rae-Anne currently sits on the Board of Directors and Chairman's Advisory Panel for CASA Kane County.