Welcome to Concurrent you are going to love the WPA team!
I’m excited to be working with Mark again, better know as “Woody”!! I’ve been talking with Mark since joining Concurrent, he too has seen the industry trends shift to a supported RIA model. Allowing advisors to find true independence, freeing them of the confines found in the IBD space. The traditional IBD space often limits advisors to an antiquated tech platform, reduced product offering, singular lending and custodial options. Makes you wonder why it’s called Independence.
Wealth Partners Alliance is excited to announce Mark Wood as Director, Strategic Growth to the firm. Mark brings nearly four decades of experience in the wealth management space with notable expertise in aiding advisors in their transition to independence. Mark will be a valuable asset to WPA as we continue expansion and growth not only in our existing markets but with opportunities throughout the region. To read more, please visit https://lnkd.in/g8Bw-4gv
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David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Rick Lima Rodd Newhouse, EJD, AWMA®, SE-AWMA®Garry Scheufler John Garcia David Silva Mike Peschel Mandy Haskell, CFP®, CDFA®Brandon L. Glasscock Xavier Hawley Tyler Beeson, CFP, CIMA, CPWA, MBA Courtney Tate Tia Woolfolk Sara DiCamillo Ferrell Robin Ankeny Gabbriella Ampel Mike Peschel Concurrent Mark Wood
Vice President & Branch Manager at Cetera | Investors - "Helping advisors build multi-million dollar practices."
1moCongrats!