Cheryl A. Simoncelli
Retirement Plan Services Advisor
From her very first job selling shoes at Burton Shoes, Six Corners, Chicago, Cheryl Simoncelli has understood the importance of finding the perfect fit for a customer. “A client’s happiness is my goal,” says Cheryl.
Cheryl has over 25 years of experience helping clients achieve their retirement dreams. She has managed 401(k) 403(b), profit sharing, defined benefit, and non-qualified plans for plan sponsors. As a member of the Retirement Plan Services Team of Trust Company of Illinois, she helps business-owner clients make effective decisions about this important benefit offering. She collaborates with TC Wealth Partners’ investment professionals to research, model and implement investment strategies.
Cheryl graduated from Northeastern University and is pursuing Certified Employee Benefit Specialist Certification.
Cheryl is the heart and soul of a spirited group of office colleagues responsible for unique and oft times wild team-building activities such as scavenger hunts through the suburbs, escape room adventures, trivia games and much more. When she gets a recess from work, Cheryl spends time with her family and tends to her garden.