Ignacio is a Senior Retirement Relationship Manager at Sheridan Road. He is a client-driven consultant with defined contribution and defined benefit plan expertise and 15-years of experience in Financial Services. Ignacio’s passion is helping clients and participants successfully navigate the retirement industry and is focused on helping participants retire with dignity.
Prior to joining Sheridan Road, Ignacio served as an Account Executive for a leading independent record keeper and in retirement plan compliance and operations for a Registered Investment Advisory firm associated with Sheridan Road. Ignacio’s broad experience includes having been a successful Financial Advisor in the individual wealth space, and serving in finance, marketing, and strategic planning roles of increasing responsibilities with Fortune 500 companies.
Ignacio holds a B.S.B.A. in Finance and an MBA from the University of Florida, and he holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies.
In his spare time, he enjoys spending time with his family, hiking, cooking, and volunteering in his community.
Ignacio Morrell, MBA, AIF®