Mike Bakos brings over 20 years of experience to his role as Vice President, Wealth Management Advisor for First American Trust. He has focused his career on working with high-net worth individuals and families, helping to implement comprehensive financial plans and managing their investment portfolios. He believes that ongoing client communication and strong investment management are the keys to successful long-term client relationships.
Mr. Bakos started his career with First Midwest Bank, then spent 8 years in various management and sales positions at TD Ameritrade. Before joining First American Trust he was with Alpha Cubed Investments. Previously, Mike spent over 11 years as a Vice President, Financial Consultant managing a $1.3 Billion AUM book of Private Client Group clients at Fidelity Investments. Mr. Bakos has a BA in Finance from Governors State University. He also has held Series 7, 63, 66, 9, 10 securities industry designations as well as insurance licenses.