CONNECT

Address:

425 N. Martingale Rd, Suite 200
Schaumburg, IL 60173

Phone:

Mike McCarthy 847-944-7920,Elias Friedman 847-944-7922,Cynthia Bridges Jones 847-944-7944,Meredith Fiocchi 847-944-7921,Kim Smith 847-944-7923,Jennifer Shulman 847-944-7912Toll-Free 844-378-5237

Fax/Other:

847-944-7933

Elias S. Friedman, CFP®

Elias S. Friedman, CFP®

Senior Vice President - Investment Officer

With more than 27 years of experience in the financial services industry, Elias has achieved a distinguished career. Providing advice since 1991, he and his team employ a comprehensive approach in assisting the families they serve. They encompass a holistic, panoramic approach to wealth management, assisting their clients with asset, risk and liability management. They also work with families who seek estate investment planning, business planning and legacy planning. Elias focuses on investment strategies aimed at preserving wealth. 
 
Elias holds a BA in Economics from University of Wisconsin – Madison. He received his CERTIFIED FINANCIAL PLANNERTM professional certification in 2010.
 
He enjoys boating, golf, and travel with his wife, Shelly. They have two children, Emma and Julia. They all enjoy being involved in their community and are actively involved with several charities.
 
  • Series 7 - General Securities Representative Exam
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 65 - Uniform Investment Advisor Law Exam
  • Life & Health Insurance Licenses
Phone 847-944-7922
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals