
Email Address
[email protected]Phone Number
(847) 999-6492About Me
Seth Lesondak serves as a Wealth Manager at Lockwood Wealth Management of Steward Partners, specializing in financial planning, retirement strategies, estate planning strategies, and investment management for individuals, families, and businesses. Seth holds the CERTIFIED FINANCIAL PLANNER™ certification, reflecting his commitment to the highest standards of financial planning expertise and ethics. With a firm belief in building lasting client relationships grounded in trust and respect, Seth is dedicated to helping his clients achieve their long-term financial objectives.
Prior to working as a Wealth Manager, Seth worked at Raymond James as a Client Relationship Associate for four years. He received a Bachelor of Music degree in violin performance from McGill University, bringing a disciplined work ethic and attention to detail to his financial practice.
Originally from Madison, Wisconsin, Seth now lives in Chicago with his wife, Emma, and their cat, Olive. In his leisure time, Seth enjoys reading, particularly history and fiction, and is pursuing his private pilot's license.
The licenses he holds include Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam). In addition, Seth also holds the Accredited Asset Management Specialist (AAMS®) designation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Certificates
CFP