Stephanie Bonillo

As a Wealth Advisor, Stephanie Bonillo leads financial planning initiatives, providing thoughtful guidance and personalized strategies to help clients feel confident about their financial future. She takes pride in understanding clients' goals, values, and concerns to create plans that align with what matters most to them. Whether planning for retirement, navigating complex decisions, or ensuring loved ones are taken care of, Stephanie aims to be a trusted partner every step of the way.

Stephanie has over 20 years of experience in the financial industry. In her previous role as a Senior Financial Analyst, she met with clients, created financial plans, assisted with compliance and branch management, and developed marketing strategies. She earned her Bachelor of Science in Finance & Marketing, graduating Magna Cum Laude from DePaul University. Stephanie holds several licenses, including FINRA Certifications (Series 7, 63, 66 & 24), and certifications from the Illinois Department of Insurance. She completed the CERTIFIED FINANCIAL PLANNER^® Education Program at Northwestern University in June 2023 and officially became a CFP^® professional in December 2023.

Outside of work, Stephanie enjoys spending time with her mom, her two puppies, and friends. She loves exploring new cultures, road trips, cooking, reading, and staying active through walking, Pilates, tennis, and golf.

What does legacy mean to you?

For Stephanie, legacy is about the lasting impact we have on the people around us. The love we share, the lessons we pass down, and the way we make others feel. Inspired by her grandparents, who left behind a beautiful legacy. She is constantly reminded of how deeply people were touched by their kindness, wisdom, humor, and generosity. This has shaped her understanding of legacy. It’s not about material possessions but the memories we create, the values we uphold, and the difference we make in others’ lives.