We are pleased to announce that Bruce Glenn and his daughter, Kristina Strickland’s, firm has joined Cetera Advisor Networks LLC via Summit Financial Networks. https://lnkd.in/edEDrANM
Welcome Bruce and Kristina!!
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We are pleased to announce that Bruce Glenn and his daughter, Kristina Strickland’s, firm has joined Cetera Advisor Networks LLC via Summit Financial Networks. https://lnkd.in/edEDrANM
Welcome Bruce and Kristina!!
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We are pleased to announce that Kip Johansen and Patrick Wight, doing business as Mill City Financial Partners, have joined Cetera Advisor Networks from LPL Financial. https://lnkd.in/eQk7D3NK
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Serving Multi-Generational Families with Strategic Planning, Risk Assessment, Asset Protection & Allocation Strategies ★★ Edward Jones Financial Advisor for 20 years ★★
The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3uTUfvS
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Helping families, individuals and non-profit organizations make the most of their savings as a Financial Advisor at Edward Jones Investments.
The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3tgcTxE
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The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3sEQrOr
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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 . . . #wealthpartnersalliance #independentfiancialadvice #poweredbyconcurrent 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
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We had the pleasure of having Catherine J. Williams, Head of Practice Management at Dimensional Fund Advisors, join us at our Business Builders Academy™ last week. Dimensional’s Global Advisor Study is an incredible resource for advisors and it’s always great to learn more about what high-performing firms are doing. Lauren Kaufman Ray Sclafani #wealthmanagement #financialservices #womeninwealth #financialadvisor #financialplanning
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We’re proud that many large firms recognize the Certified Kingdom Advisor® designation, including Ameriprise, LPL Financial, Edward Jones, Raymond James, Morgan Stanley, Thrivent, Cetera Financial Group, Mass Mutual, and numerous others. The business case to support financial advisors who lean into their faith and engage Christian clients is compelling. More Christian financial advisors can now leverage this powerful designation and bring their authentic selves to work. #KingdomAdvisors #CKA® #FinancialAdvisors #FinancialServicesFirms
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Check out this recap of Sidley's 10th Annual Private Funds conference with some insights from colleagues and clients. #SidleyPrivateFunds
Sidley recently celebrated 10 years of our annual Private Funds: Developments and Opportunities conference, gathering hundreds to discuss hot topics, share ideas, and prepare for what’s next in the #privatefunds industry. Watch here as Sidley lawyers, clients, and friends of the firm reflect on a decade of #SidleyPrivateFunds. #investmentfunds #capitalmarkets
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In a time of rapid consolidation and accelerating dominance by the giants of wealth management’s independent brokerage channel, the so-called small or midsize firms seem quaint. For FP’s annual IBD Elite study of the independent brokerage channel of the wealth management industry, here’s a deep exploration of the myth of big versus small, with insights from Stephen Langlois of Kestra Financial, Rita Robbins of Affiliated Advisors, Tom Prescott of Advisory Services Network, Jodie Papike Sladavic of Cross-Search and William Hamm, CFA, CFP, CLU of Independent Financial Partners. #wealthmanagement #financialadvisors #growthstrategy
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Many firms talk about the word CULTURE only when asked, we live it each and every day. Our recent JD POWER #1 Ranking for Employee Advisor Satisfaction, is a recent testament. Please read the attached article to gain additional insight into our firms leadership and see how your current firm stacks up. Feel free to reach out to me in confidence and experience the STIFEL DIFFERENCE!
Tony Sirianni talks to Stifel Financial Corp. CEO Ron Kruszewski & James Zemlyak on the amazing growth of their firm in the latest issue of AH Magazine! https://lnkd.in/gWyKUarD #wealthmanagement
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VP, Practice Consulting and Plan Sales at Cetera Financial Group
1moWelcome! We’re excited to have them!