Personal Background
Stratton was born in Dallas, Texas and has been a resident of Chicago since August of 2011. Stratton joined The Angeletti Group at Baird in 2021 with his focus on the financial planning, insurance, and overall wealth management operations of our practice. Having spent the entirety of his career in financial services, Stratton brings a distinguished level of understanding & expertise to our team. Starting with MassMutual as a marketing intern, Stratton eventually expanded his role to oversee their training, development and business processes. In his most recent role, Stratton led & supported advisors, along with their clients, as they ventured through the financial planning process within RBC’s Chicago and Milwaukee complexes.
Relationship with Our Clients
Stratton is a firm believer that every client deserves the opportunity to create a personalized plan that will provide them the necessary guidance to continue their own unique financial journey. He believes that true Wealth Management is not just about investments, but about how different areas of wealth come together to create a successful financial life. He intends on dedicating his time to executing our 15 Wealth Topics Checklist to help each client feel confident about their experience and progress toward their goals.
Education & Licensing
In 2015, Stratton proudly obtained his bachelor’s degree in marketing with a minor in sports management from Loyola University in Chicago IL. He has since earned his Series 7 and 66 licenses. Recently, in 2021, he became a CERTIFIED FINANCIAL PLANNER™.
Involvement in the Community
In his free time, Stratton volunteers as a golf coach with “First Tee Chicago”, a youth development initiative of the World Golf Foundation. He also enjoys traveling, playing golf, exploring new restaurants around Chicago & spending time with his partner, Callie and their cat, Tom.