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630.861.5037
APMG@wradvisors.com
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Patricia Marusarz, CFP®, MBA

Patricia Marusarz, CFP®, MBA

LPL Financial Advisor

630.861.5037

630.280.2377

pmarusarz@wradvisors.com

Pat has been with Waddell & Reed since 1986, she has her CERTIFIED FINANCIAL PLANNER™ certification and her MBA from Illinois Benedictine College, her undergraduate degree in Finance from DePaul University. She is experienced in planning and financial analysis to assist her clients with their unique situations. She is married with 2 children. Her son Alex is also her partner at Waddell & Reed and team mate at A.P. Marusarz Group, her daughter is a Registered Dietitian. She has two golden retrievers and loves photography, sewing and gardening.

Qualifications

  • 30+ Years of Industry Experience
  • Master's in Business Administration
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 7 and 65 registrations held with LPL Financial and life and wealth licenses

SCHEDULE A MEETING 

Contact

Office: 630-861-5037

Fax: 630-280-2377

1220 Kensington Road

Suite 200A

Oak Brook, IL 60523

APMG@wradvisors.com

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