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Sharese A
Series 63, Series 65
Chicago, IL
Horizon Family Wealth, Inc.
Sharese Abbadessa is a financial advisor at Horizon Family Wealth, Inc. in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Riverpoint Wealth Management Holdings, Inc. and LPL Financial from 2013 to 2021. Horizon Family Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to construct diversified portfolios across various asset classes and employs a fiduciary, client-focused approach.
Joseph S
Series 63, Series 65
Chicago, IL
Horizon Family Wealth, Inc.
Joseph Shea IV is a financial advisor with Horizon Family Wealth, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and offering 30 years of industry experience. He has worked at Shea Financial Group since 2004 and held roles at Riverpoint Wealth Management Holdings and LPL Financial. Outside of his advisory work, he serves as Vice President of the J111 National Racing Class, a nonprofit sailboat racing organization. Horizon Family Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to build diversified portfolios and employs third-party managers as part of its investment approach.
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