Scott A. Schmidt, CFP®
One Douglas Avenue
Elgin, Illinois 60120
In his practice as a wealth advisor and Certified Financial Planner™ professional, Schmidt helps clients to grow, preserve, and protect their wealth. He also helps them to leave a legacy for their loved ones through investment management, insurance, and estate planning solutions. In addition to these roles, Schmidt assists clients in creating and administering their estate plans as a founding partner at Schmidt & Lerner, LLC, an Elgin, IL-based law firm focused on estate planning and probate administration.
Schmidt began his career in 2007 as an Associate Attorney at the law firm O’Connell, Tivin, Miller & Burns, LLC in Chicago, IL. In 2011, he joined Meritus Financial Group, Inc. and Meritus Capital Management, Inc.. There, as Vice President, Chief Compliance Officer and Investment Advisor, he managed the daily operations of both firms and counseled clients on investment objectives and financial goals. In 2014 he moved to Fifth Third Securities, Inc. in Elgin, IL from where he then joined Noyes.
|Education||Schmidt holds a B.A. in philosophy from the University of Notre Dame and a Juris Doctor degree from The John Marshall Law School in Chicago, IL.|
|Credentials & Licenses||Schmidt is a member in good standing of the Illinois State Bar and is also a CFP® Professional. In addition, Schmidt holds FINRA Licenses 7, 24, 53, 63 and 65 and an Illinois Life, Health & Long-term Care Insurance License.|