Peter M. Babilla CFP® CRPS®

Senior Wealth Consultant at Vertex Planning Partners, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Downers Grove, Illinois, United States, US
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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Nov, 2011
    - Sep, 2024

Experience

  • Vertex Planning Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Consultant
      • 2023 - Present
  • HighPoint Planning Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Consultant
      • Jan 2019 - Present

      331-998-7943 331-998-7943

  • LPL Financial
    • Financial Services
    • Wealth Consultant
      • Jan 2019 - Present
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP Financial Advisor
      • May 2009 - Jan 2019
  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • VP Financial Advisor
      • Nov 2001 - May 2009
  • CIBC Oppenheimer
    • VP Financial Advior
      • Jun 1998 - Nov 2001
  • Bear Stearns & Co.
    • Asscociate Managing Director
      • Aug 1990 - Jun 1998

      Middle Markets Institutional Fixed Income working with Community Banks Middle Markets Institutional Fixed Income working with Community Banks

  • First Tennessee Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP Fixed Income Sales
      • Nov 1984 - Aug 1990

Education

  • Indiana University Bloomington
    Bachelor of Science, BS Finance
    1980 - 1983

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