She has been married for 33 years and has three grown children.Ĭertified Financial Planner Board of Standards, Inc. Sheila returned to the industry in 2006 and began working with Denise Schirmann in 2015. In 1988, she retired for fifteen years to raise her children. She joined a small brokerage firm and obtained her Series 7 Securities license and then moved to Shearson Lehman Brothers in 1984. She enjoys her interactions with clients and is delighted to work with Denise.Īfter graduating from Western Illinois University with a bachelor’s degree in applied science, Sheila entered the financial services industry. Sheila provides prompt, courteous care when clients call with questions about their account statement, transferring money, issuing a check, or the myriad of transactional needs that arise on a daily basis. Her primary focus is to provide proactive, first-class service and strategic operational and administrative support to the clients she helps to serve. Sheila Smoot is a Senior Registered Associate working with the Schirmann Group in Barrington, Illinois. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Globally, they like to travel to destinations where they can spend time skiing, hiking and scuba diving.Ģ018-2023 Forbes Best-In- State Wealth Advisors Close to home, they enjoy spending time boating and enjoying Lake Michigan. Her credentials, focused skills and nearly two decades of experience ensure that clients have a trusted advisor to lean on for clear thinking, perspective and support.ĭenise and her husband have three adult children. Throughout her career, Denise has focused on those areas where she can make a huge, positive difference in each client’s life. Denise has been named a Forbes Best-in State Wealth Advisor every year since 2018 and is a current member of the Morgan Stanley Century Club. She went on to earn her CFP ® certification and the Family Wealth Advisor designation. As a Certified Financial PlannerTM (CFP ®) and Family Wealth Advisor, she and her team operate on the belief that understanding each client’s unique story, goals and priorities drives their custom advice.Īfter a successful career in marketing, Denise earned her MBA and became a Financial Advisor at Smith Barney, where she was awarded the Smith Barney Triple Crown in her first year. Source: (February, 2022) Data provided by SHOOK ® Research, LLC.įor more than two decades, Denise’s professional capabilities, competences and connections have translated clients’ individual needs and choices into robust, understandable and empowering financial plans. As part of our service to you, we proactively seek to help you avoid those emotional traps so you can reach your goals.ġ. We are skilled at identifying behavioral biases that can derail carefully laid out plans, such as being overconfident or allowing personal connections to influence financial decisions. Our team also seeks to understand how and why emotions influence investors and financial markets. As an FWA, Denise is able to facilitate delicate family conversations about the transfer of money and deliver wealth management strategies that put families, and their collective values and goals, first. She has also attained Morgan Stanley’s Family Wealth Advisor (FWA) designation, after successfully completing an accreditation program focused on the skills needed to help families communicate about money and values, share their goals and grow and protect wealth across generations. It is achieved after undergoing a rigorous, multi-year accreditation process and requires CFP ® professionals to act in their client’s best interests, using in-depth knowledge of issues such as tax planning, retirement planning and estate planning.Īs a CFP ® professional, Denise is trained to look at the big picture of a client’s financial situation and understand how to make all the different pieces fit together nicely. In the financial services industry, the CERTIFIED FINANCIAL PLANNER™ mark is the recognized standard of excellence for personal financial planning. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices. Denise has been named to Forbes Magazine’s list of Top Women Wealth Advisors Best-In-State for 2022.įorbes’ “Top Women Wealth Advisors Best-In-State” is a select group of individuals who have a minimum of seven years of industry experience.
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