Sunil Suri

Background

About Sunil Suri

MY PROFESSIONAL EXPERIENCE: For over 30 years, I have provided goals-based financial and wealth management strategies that help clients get from where they are to where they want to be. I have accomplished this by diligently working with clients and preparing tailored financial strategies for their comprehensive wealth management needs. MY TEAM: My team, The Suri Group, includes Nathan Link, Lauren Akins and our Client Associates Sheila Mase and Blake Willis. Our team helps clients by understanding their needs and delivering choices that are appropriate for them in a direct, transparent approach. Clients encompass affluent families, physicians, corporate executives, and successful business owners who value a thorough, personalized financial strategy. When it comes to financial decisions in life, we are happy to provide our time-tested guidance to each client we serve. PROFESSIONAL HIGHLIGHTS-MBA from Loyola University Chicago -Chartered Retirement Planning Counselor™ professional -Certified Plan Fiduciary Advisor® designation -Completing the Merrill Financial Consultants Program: Preparing for the 21st-Century at The Wharton School at the University of Pennsylvania -Completing the London School of Economics Program: Technology, Finance and Global Change GETTING TO KNOW ME-I live in Burr Ridge, IL with my wonderful wife, Manisha, and daughter, Arianna -I have a passion for traveling and finance -I am also actively involved in the South Asian Community and Hindu Temple of Greater Chicago I WELCOME A CONNECTION IF-You are in need of a tailored financial strategy -You want to hear more about our goals-based wealth management process -You are an attorney or CPA interested in providing a resource for your clients -A physician, executive or business owner interested in reviewing your employee benefit plans -You would like to be connected to anyone in my network Office: 630-954-6284 Cell : 708-257-7874