Brian P. Conroy
Financial Advisor / Manager of Advisory and Business Development
Brian 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 has taught financial planning courses for the Northwestern University Certified Financial Planner™ Certification Education Program.
Brian earned a bachelor of arts degree in marketing from North Central University. He completed DePaul University’s certificate program in financial planning and is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® (AIF®).
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.