BROOKFIELD, WI – Dec 20, 2022 – First Business Bank is pleased to welcome Kevin McCloud, CFP, ChFC, as Vice President – Wealth Advisor to our Private Wealth group.
Kevin has more than 10 years of experience assisting high net worth clients with complicated lending, retirement planning, and multigeneration legacy planning. He earned a Certified Financial Planning designation and is a credentialed Chartered Financial Consultant. Kevin also holds FINRA Series 6, 7, 63, and 66 licenses and Wisconsin Health and Life Insurance licenses.
Originally from Harvard, IL, Kevin earned a bachelor's degree in business administration from Trinity Christian College and a master's degree from Northwestern University in 2013. He's active in several organizations, volunteering as Committee Member of MSC Alumni Association at Northwestern University, Committee Member for Cub Scout Pack 294, and Committee Member for Boy Scout Troop 24.
About First Business Bank
First Business Bank specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting Services, and through its refined focus delivers unmatched expertise, accessibility, and responsiveness. Specialty Finance solutions are delivered through First Business Bank’s wholly owned subsidiary First Business Specialty Finance, LLC. First Business Bank is a wholly owned subsidiary of First Business Financial Services, Inc. (Nasdaq: FBIZ). For additional information, visit firstbusiness.bank.