Brian P. Conroy

CFP®

Regional Director of Advisory / Member Owner

555 S. Randall Road Suite 100 St. Charles, IL 60174
630.587.0193

Brian is a regional director of advisory in Savant’s St. Charles, IL office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Brian is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

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.


Education &
Designations

  • North Central University 
    Bachelor of Arts in Marketing
  • CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Contact Brian

"*" indicates required fields

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Contact