Deerfield, IL 500 Lake Cook Road Suite 205 Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

5

Of 1,035 advisors across 255 offices

Location

500 Lake Cook Road, Suite 205

Deerfield IL 60015

Advisors at this office

5

Advisors at this office

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Edward G

CFP®, Series 66

Deerfield, IL

Focus Partners Wealth, LLC

Edward Gray III is a CFP® professional with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Buckingham Asset Management, LLC, and Financial Solutions Advisory Group, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Shequeta R

Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Shequeta Rice is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and three years of industry experience. Prior to joining Focus Partners Wealth, she worked at The Mather Group, LLC and Forum Financial Management, LP, and spent ten years at General Motors. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment strategies and affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Clayton F

CFP®, Series 66

Deerfield, IL

Focus Partners Wealth, LLC

Clayton Foster is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Mariner Wealth Advisors and Mooney Lyons. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Douglas C

Series 63, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Douglas Crimmins is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Joli F

CFP®

Deerfield, IL

Focus Partners Wealth, LLC

Joli Fridman is a CFP® professional with eight years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stevens Wealth Management. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm follows a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates a broad range of portfolio strategies and affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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