Gerry Soriano started his career in the finance industry in 1999. Gerry worked at a couple large Brokerage and Advisory firms before joining LPL Financial as an LPL Independent Financial Advisor. Gerry guides his clients by helping them to pursue their goals of preserving and growing their wealth. Prior to joining LPL Financial, Gerry was a Private Client Advisor, VP with JPMorgan Chase for 9 years.
Gerry provides individuals and families with investment management services, family estate planning tools, asset protection and risk management advice from an independent perspective. He also brings experience to business clients in the areas of corporate business succession planning, employee benefit plans, executive benefits strategies and business retirement plan.
As a fiduciary (when providing advisory services), Gerry’s primary goal is to help clients mitigate risk through quantitative and qualitative analysis. Gerry holds himself to the highest levels of integrity and accountability to ensure that he is doing his absolute best for each and every one of his clients. Gerry currently resides in Hoffman Estates with his wife and 3 children.