Jorie Pitt Partner and Client Advisor Mission Wealth

Jorie Pitt

In by Mission Wealth

Jorie Pitt Partner and Senior Wealth Advisor

Jorie Pitt

CFP®, CeFT®

Partner and Senior Wealth Advisor

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"I am privileged to make a significant difference in my clients' lives by guiding them through important financial decisions and life events. I find my work highly fulfilling, especially as I help clients navigate milestones such as job promotions, weddings, funding their children's education, and retirement planning. Earning and maintaining my clients' trust is of utmost importance to me, which is why I always put their best interests first."

Jorie Pitt is a skilled and experienced Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the Chicago, Illinois and surrounding area. She offers personalized financial planning and investment portfolio management to help clients achieve their unique financial goals. With a focus on building lasting relationships, Jorie collaborates closely with clients to provide comprehensive and customized advice. Her passion for helping clients improve their financial security and quality of life is evident in her work.

"I am privileged to make a significant difference in my clients' lives by guiding them through important financial decisions and life events. I find my work highly fulfilling, especially as I help clients navigate milestones such as job promotions, weddings, funding their children's education, and retirement planning. Earning and maintaining my clients' trust is of utmost importance to me, which is why I always put their best interests first."

Jorie Pitt is a skilled and experienced Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the Chicago, Illinois and surrounding area. She offers personalized financial planning and investment portfolio management to help clients achieve their unique financial goals. With a focus on building lasting relationships, Jorie collaborates closely with clients to provide comprehensive and customized advice. Her passion for helping clients improve their financial security and quality of life is evident in her work.

Learn About Jorie Pitt

Professional Background

Jorie Pitt is a Certified Financial Transitionist (CeFT®) with a focus on assisting clients who are going through significant financial changes in their lives. She specializes in working with clients who have recently inherited wealth and require guidance on creating a plan to manage their newfound assets. Additionally, Jorie is highly skilled in helping individuals who have lost a spouse or life partner. She guides them through the challenging and often prolonged process of redefining their daily life and financial goals. With her expertise, Jorie provides valuable support and direction to her clients during these complex life events.

Jorie graduated in 2003 from the University of Illinois which she attended as a Chick Evans Scholarship recipient and is designated as a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Jorie, her husband Stephen, and their beloved Pitbull named Bosco, call Darien, Illinois home. Jorie has a passion for exploring new cultures and traveling to different parts of the world. She loves to indulge in a good book, as well as catch a musical theater performance or country music concert. During baseball season, Jorie cheers for the White Sox.

 

Community Impact

Jorie and her husband rescued Bosco in 2015 and have been passionate about animal rescue ever since. During their free time, Jorie and Stephen volunteer at the West Suburban Humane Society to support their mission to work towards the day when all dogs and cats are loved and cared for and pet owners have access to essential resources so they may enjoy a fulfilling relationship with their pets.

Jorie is also an active member of the Financial Planning Association (FPA), a professional organization that represents financial planners nationwide. She is a former President of the Financial Planning Association of Illinois, where she has demonstrated her leadership and commitment to the financial planning community.

Jorie Pitt Santa Barbara Mission Wealth
Although I appreciate Mission Wealth's holiday card, you (and your team) are what I am really thankful for. You take the worry out of one of my most important items in retirement. I am so lucky to have you as my retirement money liaison. You are very knowledgeable, thoughtful, kind, upbeat, and straightforward with me. I greatly appreciate all of your attributes.
Andy T. - Current Client
Testimonials appearing on this website have been received by actual current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00555411 11/23

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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