Northbrook, IL – August 12, 2016 – Ryan Carey joined Sheridan Road Financial as a wealth manager and Senior Vice President in 2016. With more than ten years of experience in the financial services industry, Ryan received his Bachelor of Science in Finance from Illinois State University. He holds his Series 7 & 63 with LPL Financial, and Series 65 with Sheridan Road Advisors. He is a Certified Retirement Counselor (CRC®) as well as a Professional Plan ConsultantTM. “We are excited to expand our area of focus to include the south and western suburbs of Chicago,” says Daniel Bryant, Managing Partner of Sheridan Road Financial. “Ryan and his family have a long history in financial services and have been very active in the community,” added Bryant.”
Ryan will invest the time to understand his client’s unique situation and provide customized investment guidance. He enjoys the opportunity to help them preserve their lifestyle and their assets through thoughtful planning.
Ryan is a part of the Sheridan Road Financial Northbrook office and is active in the South Chicago suburbs. Ryan is married to Nichole and they have two children.
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.
*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.
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 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. 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.
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