Chicago, IL – February 9, 2017 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that it has hired Sheri Fitts as its Chief Marketing Officer.
Sheri has more than 25 years of industry experience. Most recently, Sheri was the Founder and President of ShoeFitts Marketing, an interactive and branding agency focused on the retirement industry. She has collaborated with retirement plan advisors, third-party administrators, and financial service organizations to help them leverage marketing tools, social media strategy tactics, and meaningful connections. She debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker.
“We are extremely thrilled that Sheri has joined Sheridan Road as our Chief Marketing Officer. She shares our vision and strategy for building a national brand and delivering individualized services to our clients. Sheri is arguably one of the most well known and well respected marketers in our industry. She has been a great friend of Sheridan Road for years and the timing to have her lead our marketing efforts could not be better” said Daniel Bryant, Managing Partner.
About Sheridan Road Financial
Headquartered in Chicago, Illinois, Sheridan Road Financial provides institutional investment consulting and private wealth management services to its clients. The Company has received a number of awards including being named the 2015 Retirement Plan Adviser Multi-office Team of the Year* by PLANSPONSOR Magazine as well as being named by Barron’s magazine as the #4 ranked Institutional Consultant for 2016. The Company has offices in Chicago, Denver, Indianapolis, Louisville, Milwaukee, Minneapolis, Nashville, Northbrook, San Francisco, and Tampa. For more information, please visit www.sheridanroad.com.
PLANSPONSOR Magazine 2016 Retirement Plan Adviser Multi-Office Team of the Year award nominations are by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor retirement professional designation receive an automatic nomination.
Barron’s 2016 award recognition is based on an evaluation of institutional investment assets overseen and revenue generated, number of clients, number of team members and designations and accomplishments.
Based on FINRA rule 2210(d)(1)(A) and FINRA rule 2210(d)(1)(b) awards must provide explanation for the criteria for which the award is based.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $495 billion in advisory and brokerage assets as of October 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities.
Advisors associated with LPL also service an estimated 45,000 retirement plans with an estimated $129 billion in retirement plan assets, as of September 30, 2016. LPL also supports more than 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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