Jorie Pitt CFP®, CeFT®
Based in Lisle, Jorie helps individuals and families navigate retirement, inheritance, sudden wealth, loss of a spouse, and other significant financial transitions
Ways to Connect
Who Jorie Typically Helps
Individuals approaching retirement, retirees creating income plans, families navigating inheritance, people managing sudden wealth, widows and widowers, clients seeking guidance during a major life transition
Serving Clients in
Chicago • Naperville • Hinsdale • Nashville • Franklin • Communities throughout Chicagoland and Middle Tennessee
Available nationwide through virtual meetings
Questions Jorie Helps Answer
- How can I prepare for retirement and create sustainable income?
- How should I integrate an inheritance or other sudden wealth into my plan?
- How can I organize my finances after the loss of a spouse?
- What tax-planning opportunities should I consider?
- How can I create a clear plan during significant financial change?
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’s Frequently Asked Questions
Clients can expect a genuine partnership centered on listening, understanding their needs, and helping them define both their financial and personal goals. Jorie provides guidance throughout the decision-making process and helps clients feel informed and confident as they move toward what matters most to them.
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 was born and raised in the Chicagoland area but has since relocated to Lebanon, Tennessee with her husband, Stephen. Jorie loves to indulge in a good book, as well as catch a musical theater performance or country music concert. Weekends and evenings are dedicated to tending her Tennessee “mini farm” with her husband.
Community Impact
Jorie and her husband rescued Bosco in 2015 and have been passionate about animal rescue ever since.
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor