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

Who We Are

 
Being Financial Advisors is about bringing our knowledge and experience together to help clients achieve their financial and life goals. Learn about our qualifications below: 
 
 
Michael G. McCarthy, CFP®
Managing Director - Investments
 
847-944-7920
michael.mccarthy1@wellsfargoadvisors.com
Since 1983, Mike has achieved a rewarding career in financial services by putting his clients' interests first and providing exceptional personal service.  He combines experience and knowledge in the development of appropriate and customized investment strategies. Mike specializes in thorough retirement and investment planning and believes a carefully considered investment portfolio may enhance personal wealth by helping to increase income consistent with each client's risk tolerance. 
 
Mike earned his bachelor's degree in finance from Loyola University of Chicago and received his CERTIFIED FINANCIAL PLANNER™ professional certification in 1990. His teaching experience includes serving as an instructor for the investments section of DePaul University's CFP® courses since 2000. He currently serves as the Director of the Financial Planning Education Center for the university.
 
Mike has served in various capacities over the years for the Financial Planning Association. He is a member of the National Center for Employee Ownership and a member of the ESOP Association.
 
Mike and his wife have three daughters, and he enjoys traveling and baseball in his free time.
 
  • Series 7 - General Securities Representative Exam
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 65 - Uniform Investment Advisor Law Exam
  • Series 3 - National Commodity Futures Exam
  • Life & Health Insurance Licenses
 
 
Elias S. Friedman, CFP®
Senior Vice President - Investment Officer
 
847-944-7922
elias.friedman@wellsfargoadvisors.com
 
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 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
 
Cynthia Bridges Jones, CFP®
First Vice President - Investment Officer
 
844-944-7944
cynthia.jones1@wellsfargoadvisors.com
 
Cynthia began her financial services career in 1981 and has enjoyed a rewarding career as a financial advisor with Wells Fargo Advisors since 1985. Utilizing this depth of experience and knowledge, she provides appropriate plans and advice customized for each individual. Cynthia believes that having a strong financial plan employing wealth accumulation, preservation and distribution strategies is the foundation to long-term financial success. As an advisor, she strives to cultivate client relationships where trust and honest communications are a foundation. 
 
Cynthia earned a BA degree magna cum laude from Augustana College with majors in Economics, Accounting and Business Administration. She received her CERTIFIED FINANCIAL PLANNERTM professional certification in 1989.
 
She enjoys cooking, long walks and travel with her husband, Denis, and labradoodle, Hogan. They are residents of Arlington Heights where they raised two terrific sons, Scott and Andy.
 
  • Series 7 - General Securities Representative Exam
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 31 - Futures Managed Funds Exam
  • Life & Health Insurance Licenses
 
 
Meredith Fiocchi
Financial Consultant
 
847-944-7921
meredith.fiocchi@wellsfargoadvisors.com
 
Meredith Fiocchi started her career in financial services in 1990 as a Financial Advisor. She has enjoyed working for financial services and proprietary trading firms over the years, and joined Wells Fargo Advisors in 2009. Meredith specializes in education and facilitation of leveraged ESOP transactions.  She is committed to providing clients with a positive experience, and to supporting their needs by delivering the highest level of personal service with a commitment to integrity. Her depth of experience allows her to help create solutions and assist in all areas of client support.
She attended the University of California in Santa Barbara prior to moving to Illinois. She is a member of both the National Center for Employee Ownership and the National ESOP Association, where she currently sits on the executive board for the State of Illinois.
Meredith lives in Lake Forest, Illinois with her two daughters. She enjoys spending time outdoors, live music and entertaining.
  • Series 7 - General Securities Representative Exam
  • Series 66 - Uniform Combined State Law Exam
  • Life & Health Insurance Licenses
 
 
 
 
 
Kim Smith
Senior Registered Client Associate
 
847-944-7923
kim.smith@wellsfargoadvisors.com
 
Senior Registered Client Associate Kim Smith is a native of Hanover Park, Illinois and has more than 30 years of experience in the investment management industry. After working as a Group Director at Morgan Stanley, Kim eventually joined McCarthy/Friedman/Jones Wealth Management Group of Wells Fargo Advisors in 2014.
 
Her decades of experience give her valuable insight and sophistication in providing overall administrative and operational client service support  to the business activities of the McCarthy/Friedman/Jones Wealth Management Group. Kim exhibits a positive attitude and brings seasoned judgment, hard work, and loyalty to the group. Her attention to detail and client service is reflected in her work.
 
Kim loves spending time with family and friends. She comes from a large family that enjoys group activities. Kim enjoys a wide variety of activities including traveling, cooking, and attending sporting events.
  • Series 7 - General Securities Representative Exam
  • Series 63 - Uniform Securities Agent State Law Exam
  • Life & Health Insurance Licenses
 
Jennifer Shulman
Registered Client Associate
 
847-944-7912
jennifer.shulman@wellsfargoadvisors.com
 
Jennifer is a graduate of Iowa State University and began her financial career in 1991 as a broker trainee for Dain Bosworth Inc. She transitioned over the next few years into the position of Senior Registered Sales Associate completing over a decade in that role.
 
She left the company in 2002 to focus on her children and growing family for a while. When she returned to the financial services industry in 2010, she joined First Merit Bank. During 2017, she worked at a credit union before joining AXA Advisors as a financial professional. Jennifer joined Wells Fargo Advisors in February 2018 as a Registered Client Associate.
 
Jennifer has three children and enjoys attending their many activities and sporting events. She loves boating and spending time outdoors. 
  • Series 7 - General Securities Representative Exam
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 66 - Uniform Combined State Law Exam
  • Life & Health Insurance Licenses
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals