Vanessa N Martinez
Professional Summary
Vanessa N Martinez, who also goes by Vanessa N Dubon, Vanessa N Monterrosa, Vanessa Monterrosa, is a registered financial advisor currently at EXPRESSIVE WEALTH LLC located in Chicago, Illinois. Vanessa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Vanessa has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
Biography
As a Partner and Managing Director, Vanessa’s primary focus is guiding families through all aspects of their wealth. Vanessa’s passion enables her to dive deep into family dynamics and find actionable solutions for complex problems. By partnering with families, Vanessa is able to build meaningful relationships and help them pass on their legacy. Prior to joining at The Lerner Group, Vanessa spent seven years in Guatemala managing international lumber sales throughout Europe, Canada and Central...
Other Aliases
Vanessa N Dubon, Vanessa N Monterrosa, Vanessa Monterrosa
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Years of Experience
18 years in the financial services industry
Current & Past Employments
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Current Firm
EXPRESSIVE WEALTH LLC
Contact Information
Main Address
6601 N. Avondale Ave Suite 200, Chicago, IL 60631Phone Number
(847) 595-8812# of Employees
10SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
468AUM (Assets Under Management)
$165,171,203Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Primary Firm SEC Registration
EXPRESSIVE WEALTH LLC
State Registrations and Notice Filings
(3/1/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2008About the Series 6 examSimilar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Vanessa N Martinez's CRS (Customer Relationship Summary).
Services Offered by Vanessa
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
