Gerry Soriano started his career as a banker in 1999. Gerry worked at a couple large Brokerage and advisory firms before joining HighPoint Planning Partners 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 HighPoint, Gerry was a Private Client Advisor VP with JPMorgan Securities for 9 years.
Gerry specializes in different areas of wealth management such as helping clients with; managing risk, retirement planning, estate planning, funding education as well as funding personal goals. Gerry’s philosophy begins with understanding and aligning himself with his client’s goals, and being able to implement a plan based on long term objectives.
As a fiduciary (when providing advisory services), Gerry’s primary goal is to always put his client’s interest first. 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. He feels privileged to work with the families who come to him for wealth planning and are passionate about making their lifelong dreams a reality. Gerry currently resides in Hoffman Estates with his wife and 3 children.