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Lance Sherry

Wealth Advisor

Kovitz

United States, Illinois, Chicago

About Me

Lance provides comprehensive Cashflow Planning, Portfolio Construction, and Estate Planning reviews to help his clients accomplish their long-term goals and objectives. Prior to joining Kovitz, Lance was a Wealth Planner at Fifth Third Private Bank where he specialized in Advanced Estate Planning, Charitable Planning, and Business Succession in addition to comprehensive planning around Retirement, Income and Estate Taxes, and Executive Compensation. Lance earned his Bachelor of Arts degree from the University of Illinois, Urbana-Champaign and his Juris Doctorate from The John Marshall Law School (now UIC Law School). Lance is a licensed attorney in the State of Illinois and a Certified Fi

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Profile Information

Wealth Advisor

Kovitz

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Oct 9, 2024

Work Experience

Kovitz

Wealth Advisor
Jun 2021 - Present
Email: lsherry@kovitz.com

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