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Emilija Ilic

In by Mission Wealth

Bryant Merryman Partner and Senior Wealth Advisor at Mission Wealth

Emilija Ilic

Wealth Advisor Associate

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"I am passionate about supporting my team of Wealth Advisors who provide assistance and tailored solutions to our clients’ unique financial situations. By building relationships based on trust and dependability, I am motivated to learn how to guide clients in making sound decisions during crucial life events."

Emilija Ilic is a Wealth Advisor Associate at Mission Wealth and based in the St. Charles, Illinois area. 

"I am passionate about supporting my team of Wealth Advisors who provide assistance and tailored solutions to our clients’ unique financial situations. By building relationships based on trust and dependability, I am motivated to learn how to guide clients in making sound decisions during crucial life events."

Emilija Ilic is a Wealth Advisor Associate at Mission Wealth and based in the St. Charles, Illinois area. 

Learn About Emilija Ilic

Professional Background

After graduating from Wayne State University, Emilija Ilic worked in the Social Security Disability department of a Detroit-based personal injury law firm, ensuring clients received the best solutions for their unique financial situations. After relocating to Chicago, she transferred this knowledge into servicing high-net-worth individuals in the banking sector, with a focus on creating customized retirement plans and business exit plans.

Emilija graduated from Wayne State University with a Bachelor of Science in Criminal Justice. She was a member of the Phi Betta Kappa Society.

Personal Pursuits

Emilija enjoys traveling, visiting her friends and family in her home country of Serbia, and trying new foods from all over the world.

Community Impact

Emilija is passionate about providing underprivileged children and their families the opportunity to safe housing, education, and health resources. She has volunteered with her church to provide aid to families in need during disaster relief initiatives.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Strategy team at Mission Wealth
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Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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