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Dan Volk
Vice President, Wintrust Investments

847.418.2839 Direct
866.992.1402 Toll-free
866.855.6844 Fax

Buffalo Grove

200 North Buffalo Grove Road
Buffalo Grove, Illinois 60089

Deerfield

660 Deerfield Road
Deerfield, Illinois 60015

Dan Volk is a Financial Advisor in Buffalo Grove, Illinois. He has been providing investment advice to clients since 1999. Dan focuses on helping clients achieve their goals and building long-term, trusting relationships. Listening to and caring about each family's needs and concerns, Dan constructs an ever-changing portfolio mix based on time horizon, risk tolerance, and client objectives while keeping a close eye on market conditions.

Prior to joining the firm, Dan worked at Merrill Lynch as a Financial Advisor after working at J.P. Morgan for seven years as a Senior Relationship Advisor.

Dan earned a bachelor’s degree in Economics from Northern Illinois University. He holds FINRA Series 7, 52, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.

 

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively. 

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY