About
Morreale Wealth Management, LLC, is dedicated to helping families achieve financial stability and peace of mind. Our tailored approach ensures that each client receives a customized financial plan aligned with their personal goals. We specialize in Retirement Planning, College Planning, Life Insurance, Annuities, and Stocks, providing comprehensive services to meet your diverse financial needs.
Meet Our Team
Carl Morreale
Wealth Manager
Carl brings extensive experience as a Financial Advisor, guiding clients through the complexities of financial planning with expertise and dedication. With over 25 years in the industry, Carl understands that each client’s situation is different. Carl’s incredible compassion for people shows in the relationships that he builds with his clients. Carl’s clients not only become his friends, they become a part of his family.
Carl holds his FINRA Series 6, 7, 22, 63, and 65 registrations and is licensed to provide life and health insurance in several states. Carl met his wife, Emily at Mississippi State University. They have 3 children: Addison, Mary Grace, and Enzo.
In his free time, Carl enjoys spending time with his family (which usually involves attending a sporting event). When he can he enjoys playing golf, playing platform tennis, shooting skeet, or traveling. Carl grew up in Wheaton, where he went to St. Michael Catholic School and St. Francis High School. Carl is an avid sports fan. He especially loves to watch the
Cubs and the Bears as well as any of the Mississippi State teams.
Emily Morreale
Client Service Manager
Emily has over 20 years of experience in client service and account management to foster strong relationships and ensure a smooth, organized office environment. Emily’s commitment to exceptional customer service makes every client feel valued and supported.
Emily has her bachelor’s degree in Communications from Mississippi State University.
Emily grew up in Germantown, TN which you will notice from her southern accent. She has been in the Chicago suburbs for over 18 years. While Emily loves to play golf and spend time with her family, she also enjoys doing jigsaw puzzles, crocheting, or sitting by a pool or beach with a good book.
Our Commitment to You
At Morreale Wealth Management, we treat our clients like family, offering personalized service and a steadfast commitment to your financial success. Our family team strives to make every client feel at home.