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Financial Advisors
760 West Main Street
Suite 200
Barrington, IL 60010
Suite 200
Barrington, IL 60010
tel: 847-382-3779
toll free: 800-221-2561
fax: 847-304-1986
toll free: 800-221-2561
fax: 847-304-1986
Group Details
George E. Thompson
Senior Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 847-382-6606
toll free: 800-221-2561
fax: 847-304-1986
Professional Details
-
1981 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Financial Advisor
Barrington, IL - 1976 - 1980: Thompson's Finer Foods
President
Park Ridge, IL - Bachelor of Arts - Business, 1956
Monmouth College
Monmouth, IL - Advanced Studies, 1957-1958
New York University Graduate School
New York City, NY - Advanced Studies, 1960
American Institute of Banking
Chicago, IL - Guided Portfolio Management Program
Smith Barney - Series 7 - General Securities Representative
Series 31 - Managed Futures & Commodities
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
- Director's Council, 1992 - 2001
Smith Barney - President's Council, 2002 - 2003
Smith Barney - Rotary Club of Barrington
Barrington, IL
George E. Thompson is licensed in the following state(s): AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Denise L. Schirmann, CFP®
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
Financial Advisor
tel: 847-382-3753
toll free: 800-221-2561
fax: 847-304-1986
Professional Details
- 2004 - present: Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Financial Planning Specialist
Financial Advisor
Barrington, IL - 2002 - 2004: Waddell & Reed, Inc.
Financial Advisor
District Manager - 1987 - 1990: Holmes Lewis, Inc.
Vice President
Client Development - 1985 - 1987: New Hampshire Association of Commerce & Industry
Director of Marketing - BA, 1985
University of Michigan
Ann Arbor, MI - MBA, 2000
Arizona State University
Tempe, AZ - Financial Planning Specialist Designation
- Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent
& Uniform State Exam
Insurance Licensed - Associations:
President - Lake Zurich Area Chamber of Commerce
Trustee - School District 95 Educational Foundation
Chairperson - Lake Zurich High School Career Advisory Council Scholarship Committee
WIN - Women in Networking
American Cancer Society Relay for Life
Denise L. Schirmann, CFP® is licensed in the following state(s): AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Lisa M. Caputo
Financial Advisor
tel: 847-382-3733
toll free: 800-221-2561
fax: 847-304-1986
Professional Details
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Insurance License
- Financial Planning Associate Designation
- 2007 - present: Morgan Stanley Smith Barney*
Financial Advisor
1989 - 2007: Smith Barney
Registered Sales Associate
Barrington, IL - 2009 Barrington Area Chamber of Commerce
Diplomat
Lisa M. Caputo is licensed in the following state(s): AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Matthew C. Johnson
Registered Client Service Associate
tel: 847-382-3779
fax: 847-304-1986
Professional Details
- 2008 - present: Morgan Stanley Smith Barney* - Registered Client Service Associate
- 2005 - 2008: JPMorgan Chase
- Series 7- General Securities Representative
- Series 63- Uniform State Exam
- Associations: Good Sense Ministry, Willow Creek Community Church, Barrington, IL
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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