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Wealth Management/
Financial Planning Services

Our Financial Planning Services include:

When sending an email to anyone at Itasca Bank & Trust Co. with account numbers or any other confidential financial or personal information, please be sure to use our Secure Email system.


David Mercurio, Vice President
CFP ®and CLU®
Email David
(630)875-4234


Joseph R. Book, MS, CFS, MPAS ®
Financial Planning Associate
Email Joseph
(630)875-4233


Leonard D. Lacouture, MBA
Financial Planning Associate
Email Leonard
(630)875-4257

All Securities through Money Concepts Capital Corp.,
11440 N Jog Rd.
Palm Beach Gardens, FL 33418
561-472-2000
Member FINRA/SIPC
Itasca Bank & Trust Co. is an independent firm not affiliated with Money Concepts Capital Corp.
Not a Deposit. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not Insured by any Government Agency.
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Money Concepts
Broker Checkby FINRA

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