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Our TeamLISLE WEALTH MANAGEMENT

Program Manager

Jeremy M. Davis, CFP®, CIMA®

Jeremy is a servant leader to his wife, two children, team members and clients.

Vice President | Regional Leader | Financial Advisor

Charles "Danny" Raube, ChFC®

Danny feels his mission is educating his clients in such a way that their financial security is paramount.

Investment Professional | Director of Communications

Danna Raube

Danna is a registered representative who understands the importance of effective communication and education.

Administrative Assistant

Analee Mally

Analee started in the banking world in 1998. She is a wife and mom of three, two of whom are twins, and she loves every minute of it. She enjoys getting to know her customers and helping them in any way that she can.

Please reach out to the Lisle Wealth Management team at (630) 432-6002 or danna@teamfia.com for questions or to set up an appointment.

SERVICES

  • Cash Management
  • Financial Consultations
  • Wealth Management
  • Education Funding
  • Business Owner Solutions
  • Insurance Services
  • Estate Guidance
  • Asset Allocation
  • 401K Rollovers
  • Managed Portfolio
  • Tax-Free Investments
  • Annuities
  • Fixed Income Investments
  • Stock/Bond/ETF Trading
  • Self Managed Accounts

A CLIENT CENTERED APPROACH

  • Save for retirement-before and during your retirement years
  • Protect your family or business with risk management solutions
  • Save for college expenses
  • Minimize taxes through tax-advantaged investing
  • Create lifetime income strategies
  • Maintain your independence with long-term care insurance
  • Save for something special (wedding, vacation, second home, etc.)
  • Gain confidence in your investment choices
  • Create a legacy for your family
  • Increase your understanding of Social Security
  • Preserve your wealth
  • Fulfill your charitable wishes

Our Secure Process

Learn More

Check the background of our investment professionals on FINRA's BrokerCheck.
Located at: 4720 Main Street, Lisle, IL 60532 
Phone Number: 630-432-6002

Lisle Wealth Management is a marketing name of Cetera Investment Services.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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