NewEdge Advisors Great Lakes Partners
Experienced Advice. Personalized Service.
NewEdge Advisors Great Lakes Partners brings together a group of experienced financial professionals who have collectively served in Chicago and the surrounding areas for several decades. Our team provides financial guidance, consulting, and planning for a wide variety of individuals and their families. With a deep history of servicing the communities that we call home, we have guided clients, many of whom are friends and neighbors, through virtually every market condition and economic scenario. We are a hands-on team that takes pride in the quality of our customer service. Learn more about how we can help with your financial needs.
Services
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We pride ourselves on providing advice that is specific to each client’s individual needs. No cookie-cutter approaches here. We know that our clients’ unique goals and circumstances deserve customized, personal service.
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Risk Management
Business Owner Services
Service is Our Priority
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We pride ourselves on providing advice that is specific to each client’s individual needs. No cookie-cutter approaches here. We know that our clients’ unique goals and circumstances deserve customized, personal service.
Our Team
Our team provides financial guidance, consulting, and planning for a wide variety of individuals and their families. With a deep history of servicing the communities that we call home, we have guided clients, many of whom are friends and neighbors, through virtually every market condition and economic scenario. We are a hands-on team that takes pride in the quality of our customer service. Learn more about how we can help with your financial needs.
Richard Ceffalio
AJ Ceffalio
Aiden McDaniel
Marilyn Gudauskas
Patti Addesso
Business Support
Ryan Geschke, MBA
Managing Director, Investments & Trading
Erin Corbett
Managing Director, Operations
Will Brand, CRCP®
Chief Compliance Officer
Lauren Lehman, CFA, CFP®
Director of Portfolio Management
Jenny Kurz
Director of Marketing
Zach Clemons
Manager, Advisor Advocate
A Commitment to Excellence
As a division of NewEdge Advisors, we are supported by vast resources to deliver comprehensive, high-touch service and solutions to clients. We go above and beyond to serve our clients and share an unwavering commitment to four fundamental pillars of service.
Fiduciary Commitment
We put our clients first, always.
Planning-Centric Approach
We focus on holistic wealth management for comprehensive financial success.
Strategic Client Engagement
We offer targeted expertise aligned with the unique needs of clients.
Collaborative Excellence
We leverage strong, dedicated support teams to deliver superior service.
Latest News & Events
NewEdge Capital Group Firm and Leadership Receive WealthManagement.com Awards for Excellence
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
NewEdge Capital Group Jumps 16 Spots on Barron’s Top 100 RIA Firms List
NewEdge Capital Group has ranked No. 13 on Barron’s Top 100 RIAs Firms list, a 16 spot jump in its second year of eligibility.
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Second Consecutive Year
NewEdge Capital Group announced that it has ranked No. 14 on the Forbes/Shook Research America’s Top RIA Firms list. This is the second year the firm was listed and the second year of eligibility.
Get in Touch
Don’t hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
(O) 847.616.9281