Brian P. Conroy ,
CFP®, CRPS®, AIF®
Financial Advisor / Manager of Advisory and Business Development
Joined Team Savant 2003
Brian is a member of the Ideal Futures Committee, an internal panel that develops the processes, technology, and tools to implement the Ideal Futures Platform vision. He has been involved in the financial services industry since 1993. Prior to joining Savant, he held management positions with several large regional banks. He trained advisors, registered investment representatives, and insurance agents. He was also the founding principal of a fee-only financial planning firm based in Schaumburg, IL.
Brian earned a bachelor of arts degree in marketing from North Central University.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.