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MEMBER PROFILE

 

Dan Milosevic

WestPac Wealth Partners

 

Member profile details

Membership level
Chicago Individual
First name
Dan
Last name
Milosevic
Title
Wealth Management Advisor
Company
WestPac Wealth Partners
XPX Chapter Email Lists
  • Chicago News & Events
 

CONTACT INFORMATION

City
Oakbrook Terrace
State
Illinois
 

PROFILE INFORMATION

Call me when
Call me when... Business owner wants to build, protect, or transition their wealth. We identify and coordinate personal and business financial strategies around investments, tax efficiency, risk management, retirement,estate and succession planning.
Why I/we support XPX
I value XPX because great outcomes for business owners come from collaboration. Bringing together trusted professionals across disciplines creates better strategies and better results.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Compensation
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
Client Industry(ies)
  • Agriculture/Mining
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Transportation/Storage
Professional Certification(s)
Series 7, Series 66, Life & Health Insurance Licensed
In Business Since
2025
How to contact
Phone: 708 830 5848 / E-mail: dan.milosevic@westpacwealth.com
Business Focus
Holistic wealth planning for business owners and professionals, integrating investments, tax efficiency, risk management, retirement and succession strategies.”
Client Results
Helping clients organize and coordinate their financial lives, identify planning opportunities, protect wealth and make informed long-term financial decisions
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