Ravinia 2021 - Issue 2
And congratulations to Steve He er for being ranked in Barron’s as the No. 1 Financial Advisor in Illinois for the 12 th year in a row * . Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Hefter, Lesham, & Margolis Capital Management Group is a separate entity from WFAFN. CAR-0619-00683 Investment and Insurance Products: NOTFDICInsured NOBankGuarantee MAYLoseValue Charlie Margolis, Ben Leshem, Steve Hefter and Micah Nathan Managing Directors – Investments CONTACT US 1849 Green Bay Road, Suite 200 Highland Park, IL 60035 847-563-3400 www.HLMCapital.com *Barron’s Top 1,200 Advisors - State By State - The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component. Welcome Back to RAVINIA He er, Leshem, Margolis Capital Management Group toasts Ravinia Festival for presenting world-class music for more than 100 years.
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