Chris Deacy, Cfp® Email & Phone Number

Woodridge, IL, US

Lemont, Illinois

I partner with individuals and small businesses to help them identify their financial goals. I develop and implement long term financial strategies tailored to reach those goals. This includes planning for retirement, living in retirement, paying for education, preparing for the unexpected and estate considerations. I coordinate and work in tandem with.

Greater Chicago Area

While based in Chicago, represented Lincoln Financial Distributors in a dual role that included development of new business with Registered Investment Advisors (RIA) and sales to Independent Planner advisors. Product scope included fee only variable annuities, traditional variable annuities and fixed indexed annuities.-Built customer base of RIA firms by.

Chicago Based, Midwest/Central Region

Wholesale to Independent B/D's & RIA's in the Midwest - Separately Managed Accounts & Mutual Funds-Top Wholesaler in the nation for Mutual Fund sales for 2011 and 2012.- #1 Territory for new producers. Opened 80+ new accounts through client prospecting and networking referrals.- Conference Leader - Delivered 12+ Niemann Presentations at Tier 1 Broker.

Chicago Based, Midwest Region

Wholesaled Equipment Leasing and Venture Capital Funds to the Independent Broker Dealers.- Developed sales for Venture Capital Private Placement program to Accredited Investors. - Diversified 20% of existing accounts into public leasing products thereby growing sales. - Maintained a consistent average of 70+ office visits per month. - Ranked second in.

Internal Wholesaler covering Independent B/D's & Wirehouses in CO & UT.- Won Presentation Olympics in 2006.- Created and maintained a territory management plan with both wholesalers, including in-depth analysis of Sales and Advisor profiles in both territories.- Traveled monthly within territory to further build and increase sales in Colorado and Utah.