East Peoria, IL – Midwestern Securities has named Cassie Taraboletti, CFP® as the company’s new president. She assumes the role from company co-founder Michael Graham, CFP®, who will remain the Chief Executive Officer.
As president, Taraboletti, 43, will oversee the daily operations of Midwestern Securities, ensuring the various teams are working cohesively toward its goals for growth, innovation, service and compliance. She is the first female president in the company’s 25-year history and the second president overall.
“Cassie’s more than 20 years of experience fulfilling just about every role in our company has given her a great foundation to stand on as she steps into this important position,” said Graham. “I’m excited to continue to work alongside her to grow our company and positively impact our partners, our advisors and our clients through leadership, innovation and excellence.”
About Midwestern Securities:
Founded in 2000, Midwestern Securities (member FINRA/SIPC) is a leading financial services firm dedicated to providing innovative investment solutions and sound financial guidance for community banks and credit union financial advisor programs. Based in East Peoria, Ill., the firm has built a reputation for excellence, integrity, and a strong commitment to the community.
