Sheridan Road Financial Welcomes New Senior Wealth Manager

FOR IMMEDIATE RELEASE         

Sheridan Road Financial Welcomes New Senior Wealth Manager

Northbrook, IL – November 16, 2016 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm, announced today that it has hired Jeff St. John as Managing Director and Wealth Manager in the Northbrook office. Immediately prior to joining Sheridan Road, Jeff was the President of St. John, Kang & Associates, an affiliate of Ameriprise Financial, for the past 11 years.  Previously, Jeff worked for 8 years in executive benefits consulting with a firm now owned by Prudential. Jeff holds his FINRA Series 7 and 63 with LPL Financial and Series 65 with Sheridan Road Advisors, as well as life and health licenses.  He also holds the Chartered Retirement Planning Counselor (CRPC®) designation. “Jeff has a financial planning and relationship driven philosophy which is a great fit for Sheridan Road,” says Daniel Bryant, Managing Partner of Sheridan Road Financial. Jeff’s primary responsibilities will continue to be financial planning, estate planning, and private wealth management for clients in Chicago and on the North Shore.

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 and Tampa. For more information, please visit www.sheridanroad.com.

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 $460 billion in advisory and brokerage assets as of Feb. 29, 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 45,336 retirement plans with an estimated $120.90 billion in retirement plan assets, as of March 2016. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.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.

 

For more information contact:

Janie Bock

312-283-8036

jbock@sheridanroad.com