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Chicago- 10 South Wacker Dr

Lance Sherry

JD, CFP®

Wealth Advisor

10 S Wacker Dr, Suite 2600
Chicago, IL 60606

Lance Sherry

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Lance Sherry

Professional Certifications

  • JD – Juris Doctor
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Lance

Lance provides comprehensive cashflow planning, portfolio construction, and estate planning reviews to help his clients accomplish their long-term goals and objectives. He joined Focus Partners Wealth in 2026, coming from Kovitz. Prior to that, he was with Fifth Third Private Bank, where he specialized in advanced estate planning, charitable planning, and business succession in addition to comprehensive planning around retirement, income and estate taxes, and executive compensation.  

Lance is a licensed attorney in the State of Illinois. He is also a member of the American Bar Association and the Chicago Bar Association, where he chairs the Estate Planning Committee. 

 

Education and Professional Milestones 

-University of Illinois, Urbana-Champaign – bachelor’s degree  

-John Marshall Law School (now University of Illinois–Chicago Law School) – Juris Doctor 

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