Maureen L. McPeek is an Executive Vice President and Managing Director for Lynch McPeek Wealth Management, LLC. Since 1993, Maureen has served individual investors, business owners, and their extended families. She has over twenty-five years of experience in comprehensive investment planning and wealth management. Prior to founding Lynch McPeek Wealth Management, Maureen worked for twenty years as a Senior Vice President and Financial Advisor at one of the nation’s largest wealth management firms. She has been invited to attend the Barron’s Top 100 Women Financial Advisors Summit* every year since 2012 and last year she attended the Barron’s Teams Summit*. These summits are invitation-only events that recognize the achievements of the most successful and influential advisors in the wealth management industry.
In 2019, Maureen was chosen as the recipient of the 2019 North Shore Women in Business Award in the financial category. This award is given annually by 22nd Century Media to a woman in the North Shore that they feel has made an impact in their industry and/or community through their career.
In 2020, Maureen was named as one of Forbes Magazine’s “Best-In-State Wealth Advisors.” **
The Best-In-State Wealth Advisors list spotlights top wealth advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states.
Over the past two years, Maureen has had the honor to serve on the Wells Fargo Advisors Financial Network (WFAFN) Licensee Advisory Board. This board meets once a quarter with the President of WFAFN and executive management to provide feedback about the business owner and advisor experience and satisfaction.
For the 5th consecutive year, Wells Fargo Advisors Financial Network has designated Maureen as a member of the firm’s Premier Advisor Program. This distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Maureen’s “client first” approach to wealth management will continue to be a primary focus for her practice as she leads her team through the constant changes in the industry.
Maureen graduated from Glenbrook South High School and went on to earn a Bachelor of Business Administration degree in Finance and Accounting from the University of Michigan in Ann Arbor in 1989. She spent two years honing her improv skills at the Second City Training Center in Chicago and graduated with full honors in December of 1994.
Maureen is an avid golfer and an active member at the North Shore Country Club. Her two children, Michael & Colleen, currently attend Pennsylvania State University. Maureen is an active member of the Optimist Club of Glenview and helps bring out the best in our youth through supporting several community organizations.
California Insurance License Number: 0G51115. Resident State IL.
*The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
**The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.