FOR IMMEDIATE RELEASE
Sheridan Road Financial Welcomes Senior
Indianapolis Advisory Team
Chicago, IL – May 17, 2016 – Sheridan Road Financial (“Sheridan Road”), a leading
institutional investment consulting and private wealth management firm announced
today that it has hired a five-person team led by Brett Ramsey based in Indianapolis.
“Brett and his team, Steve Davis, Justin Fisk, Brandon Lewis, and Cindy Ruble, are an
ideal fit for Sheridan Road,” says Daniel Bryant, Managing Partner. “In addition to his
growing wealth management practice as President of Novus Wealth Advisors, Brett has
been working with retirement plan participants for over 15 years. His team has created
some unique processes around working with in-plan participants and has an established
track record with corporate retirement plans. Further, the team enthusiastically
embraces the collaborative Sheridan Road culture,” notes Bryant. “While we have had
a great presence in Indianapolis for some time, this move will significantly expand our
effort through the entire state of Indiana,” added Chris Karam, Chief Investment Officer.
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 Wealth
Management Team for 2016**. Sheridan Road has offices in Chicago, Denver,
Indianapolis, Louisville, Milwaukee, Minneapolis, Nashville, Northbrook and Tampa. For
more information, please visit www.sheridanroad.com.
For more information contact:
Sheryl Lewis
847-205-9073
slewis@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.
707 SKOKIE BLVD., SUITE 250, NORTHBROOK, IL 60062 ∙ VOICE: 847.205.9073 ∙ FAX: 847.205.9385 ∙ OUTSIDE IL: 877.SRF.6100
www.sheridanroad.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, LLC, a registered
investment advisor. Sheridan Road Advisors, LLC and Sheridan Road Financial, LLC are separate entities from LPL Financial.
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 1996-2015). 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.
707 SKOKIE BLVD., SUITE 250, NORTHBROOK, IL 60062 ∙ VOICE: 847.205.9073 ∙ FAX: 847.205.9385 ∙ OUTSIDE IL: 877.SRF.6100
www.sheridanroad.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, LLC, a registered
investment advisor. Sheridan Road Advisors, LLC and Sheridan Road Financial, LLC are separate entities from LPL Financial.