Chartered financial consultant

Stephens Private Wealth Management Hires Financial Consultant Megan Gray

Retrieved on: 
Friday, December 15, 2023
Consulting, Asset Management, Professional Services, Finance, University, Adviser, Wealth management, Chartered financial consultant, Financial services

Stephens, an independent financial services firm, today announced Megan Gray, CFP® Professional, ChFC®, joined the firm’s Private Wealth Management division as a Financial Consultant.

Key Points: 
  • Stephens, an independent financial services firm, today announced Megan Gray, CFP® Professional, ChFC®, joined the firm’s Private Wealth Management division as a Financial Consultant.
  • “Megan’s comprehensive wealth management approach fits well with the breadth and depth of services we provide our clients,” said Kevin Scanlon, executive vice president and head of Stephens Private Wealth Management.
  • “We are pleased to welcome Megan to our team.”
    Stephens Private Wealth Management offers a complete array of customized investment management solutions as well as wealth planning strategies and advice to help clients achieve their financial goals.
  • “I look forward to continuing the firm’s reputation for excellence.”
    Ms. Gray holds a Certified Financial PlannerTM Professional (CFP®) as well as a Chartered Financial Consultant® (ChFC®) designation.

Cetera Welcomes $148 Million AUA Advisor to Cetera Advisors via Wilde Wealth Management Group

Retrieved on: 
Thursday, December 14, 2023
Series 7, Registered investment adviser, SAN, Risk management, Wealth management, Tax, Insurance, Culture, Chartered financial consultant, Sun, Business administration, Mansfield University of Pennsylvania, Series 6, Certification, MBA, Freedom, Barron's, Growth, RIA, Cetera Financial Group, Financial adviser, Northwestern Mutual, Cetara

SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group. Bair will assume the role of managing partner leading Wilde Wealth Management Group's new Sun City-Surprise office in Surprise, Ariz. Bair provides comprehensive financial planning and investment advice to clients and had almost $148 million in assets under administration* as of April 30, 2023.

Key Points: 
  • SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group.
  • Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.
  • In total, including Bair, advisors managing a combined $274 million in assets under administration have joined Wilde Wealth Management in 2023.
  • Click here for more information about Cetera Advisors and click here for more information about Wilde Wealth Management Group.

Invest in Others Charitable Foundation Welcomes Four New Financial Services Leaders to its Board of Directors

Retrieved on: 
Wednesday, November 15, 2023
Acquisition, The Hartford, UBS, Prudential Financial, Head, Entrepreneurship, Chartered financial consultant, Certified Financial Planner, Wealth management, Insurance, FSB, Leadership Council, IiO, Certification, Growth, Financial plan, Orion, Mid-Atlantic Regional Spaceport, Publication, Security, Mid-Atlantic (United States), RIA, MassMutual, Management, Financial adviser, Ameriprise Financial

ANDOVER, Mass., Nov. 15, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others"), a non-profit organization helping financial professionals support charitable causes in their communities, announced today that four additional leaders in the financial services industry have joined its Board of Directors .

Key Points: 
  • ANDOVER, Mass., Nov. 15, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others"), a non-profit organization helping financial professionals support charitable causes in their communities, announced today that four additional leaders in the financial services industry have joined its Board of Directors .
  • Joseph P. Lombardo, Jr. oversees the development of all UBS field leaders and all future-generation talent in the firm's Wealth Management U.S. organization.
  • Mr. Lombardo began his career in financial services in 1990 before joining UBS in 2005 as a Financial Advisor.
  • Mr. North has 29 years of experience in the financial services industry and holds the Certified Financial Planner™ and Chartered Financial Consultant designations.

STERLING FINANCIAL GROUP NAMES NEW PARTNER

Retrieved on: 
Tuesday, November 14, 2023
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PASADENA, Calif., Nov. 14, 2023 /PRNewswire/ -- Pasadena-based Sterling Financial Group, Inc. (SFG) today announced that Kody Brown, CFP® has been promoted to a full equity partner at SFG. The independent financial planning and investment advisory firm, which is known for its longstanding, intergenerational client base and team approach, was founded by Michael P. Hatch, CFP®, MBA, JD, who has been an independent advisor for 25 years.

Key Points: 
  • PASADENA, Calif., Nov. 14, 2023 /PRNewswire/ -- Pasadena-based Sterling Financial Group, Inc. (SFG) today announced that Kody Brown, CFP® has been promoted to a full equity partner at SFG.
  • The independent financial planning and investment advisory firm, which is known for its longstanding, intergenerational client base and team approach, was founded by Michael P. Hatch, CFP®, MBA, JD, who has been an independent advisor for 25 years.
  • "In addition to giving great financial advice, Kody has an extensive background in our field, " says Michael Hatch.
  • "Under Michael's mentorship, Sterling Financial Group has been a terrific place to learn the trade, working with young professionals as well as multiple generations of clients on a number of complicated financial issues," said Brown.

Coldstream Wealth Management Enhances Pacific Northwest Team with Addition of Experienced Wealth Manager Kevin Peterson

Retrieved on: 
Thursday, November 9, 2023
Partner, FINRA, Family, Pacific Northwest, State, SCG, New York Life Insurance Company, HSA, Peterson, Life, Quality of life, Trust, Disability insurance, The Summit, Chartered, Chartered financial consultant, Summit Partners, Team leader, Financial services, Financial adviser

SEATTLE, Nov. 9, 2023 /PRNewswire/ -- Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced the addition of experienced wealth manager Kevin Peterson to its newly formed Kirkland, Washington, team.

Key Points: 
  • Peterson brings $45M in assets under management, 25 years of experience to newly formed Kirkland, Washington-based team
    SEATTLE, Nov. 9, 2023 /PRNewswire/ -- Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced the addition of experienced wealth manager Kevin Peterson to its newly formed Kirkland, Washington, team.
  • Prior to joining Coldstream, Peterson served as a partner at The Summit Partners, a Bellevue, Washington-based wealth management firm where he was a financial adviser affiliated with Eagle Strategies, an agent of New York Life Insurance.
  • In June 2022, Coldstream announced a merger with LWM Wealth Management, a Kenai, Alaska-based firm with approximately $170 million in assets under management.
  • In September 2021, Coldstream announced a merger with Rosenbaum Financial, a Portland, Oregon-based firm with approximately $463 million in assets under management.

Rainbook Unveils Proprietary Advisor Analyzer to Transform the Investor-Financial Advisor Relationship

Retrieved on: 
Tuesday, October 31, 2023
Certified Public Accountant, Analyser, Human physical appearance, Learning, Certification, Chartered financial consultant, Investment, Adviser, Financial adviser, Tax advisor, Generation X

ATLANTA, Oct. 31, 2023 /PRNewswire-PRWeb/ -- Rainbook, an investor-first wealthtech company, is excited to officially launch their latest product, Advisor Analyzer™. This first-of-its-kind solution for investors determines the value, if any, they are receiving from their financial advisor.

Key Points: 
  • The Advisor Analyzer audits the financial advisor relationship and provides ongoing monitoring and feedback to the investor, free of charge.
  • ATLANTA, Oct. 31, 2023 /PRNewswire-PRWeb/ -- Rainbook , an investor-first wealthtech company, is excited to officially launch their latest product, Advisor Analyzer™.
  • The Advisor Analyzer audits the financial advisor relationship and provides ongoing monitoring and feedback to the investor, free of charge.
  • Upon learning their Advisor Score, investors can address the pain points with their advisor, or Rainbook will match them with a new advisor.

Lawrence Financial Planning Amplifies Client Benefits Through Merger with Oasis Wealth Planning Advisors

Retrieved on: 
Monday, October 9, 2023
Partnership, Master of Laws, Mergers and acquisitions, Certified Public Accountant, Juris, CFA, JD, Garrett, National Association, PQFP, National Association of Personal Financial Advisors, CFP, NAPFA, Chartered financial consultant, LFP, Personal, Certified Financial Planner, PFS, LLM, ACP, CKA, CPA, Financial adviser, Financial services

Lake Oswego, Oregon, Oct. 09, 2023 (GLOBE NEWSWIRE) -- Oasis Wealth Planning Advisors (Oasis Wealth) and Lawrence Financial Planning (LFP) embrace synergies in a merger that places clients at the forefront, enveloped by additional expertise and a commitment to continuity.

Key Points: 
  • Lake Oswego, Oregon, Oct. 09, 2023 (GLOBE NEWSWIRE) -- Oasis Wealth Planning Advisors (Oasis Wealth) and Lawrence Financial Planning (LFP) embrace synergies in a merger that places clients at the forefront, enveloped by additional expertise and a commitment to continuity.
  • Both firms deliver holistic financial planning through fee-only services extending from retirement planning, investment management, and tax planning, among other disciplines.
  • The merger ensures firm continuity and sustainability, providing clients with uninterrupted access to expert guidance on their financial goals.
  • Leadership with each firm also holds ties to communities within National Association of Personal Financial Advisors (NAPFA) and the Garrett Planning Network.

Avidian Wealth Solutions Appoints New Director of Financial Planning, Robert Palmer

Retrieved on: 
Tuesday, October 3, 2023
Chfc, CFP, Education, RIA, American City Business Journals, Chartered financial consultant, JD, AXN Action Awards, USA Today, Environment, Family, Fidelity, DFP, Financial adviser

HOUSTON, Oct. 3, 2023 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions is pleased to announce the appointment of their new director of financial planning, Robert Palmer, an award-winning financial planner with a strong background in law.

Key Points: 
  • HOUSTON, Oct. 3, 2023 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions is pleased to announce the appointment of their new director of financial planning, Robert Palmer, an award-winning financial planner with a strong background in law.
  • - Avidian Wealth Solutions CEO, Luke Patterson
    Palmer comes to Avidian after three years at Fidelity, where he reached the top percentile for financial consultant performance for two consecutive years.
  • Additionally, Palmer has achieved multiple designations including Certified Financial Planner® (CFP), Chartered Financial Consultant® (ChFC), and JD.
  • Leveraging his legal education and financial experience, Palmer brings unique depth to his role as Avidian's new director of financial planning.

Graham Joins SWBC Investment Company as Senior Vice President - Wealth Management

Retrieved on: 
Monday, September 11, 2023
USAA, Communication, Senior, FINANCIAL, Marketing, Rice University, Texas A&M University–Central Texas, BBBS, Risk management, Big Brothers Big Sisters, SWBC, History, Chartered financial consultant, Business administration, Wealth management, SAN, University, FINRA, CPM, Growth, Chfc, Financial adviser

SAN ANTONIO, Sept. 11, 2023 /PRNewswire/ -- SWBC Investment Company is excited to announce that Kevin Graham has joined the company as Senior Vice President – Wealth Management.

Key Points: 
  • SAN ANTONIO, Sept. 11, 2023 /PRNewswire/ -- SWBC Investment Company is excited to announce that Kevin Graham has joined the company as Senior Vice President – Wealth Management.
  • In this role, he is responsible for the strategy, design, development, and growth of the wealth management division.
  • Our goal is to continue to build on the 47-year history of SWBC with focused expertise in wealth management."
  • Graham has more than 20 years of experience in wealth management services, client experience enhancements, and product management oversight.

LGT Financial Advisors Welcomes New Additions

Retrieved on: 
Tuesday, September 5, 2023
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DALLAS, Sept. 5, 2023 /PRNewswire/ -- LGT Financial Advisors, LLC (LGT-FA) is excited to announce John Bullman, Chief Investment Officer, and Josh Orton, Senior Financial Advisor, as additions to its growing team.

Key Points: 
  • DALLAS, Sept. 5, 2023 /PRNewswire/ -- LGT Financial Advisors, LLC (LGT-FA) is excited to announce John Bullman, Chief Investment Officer, and Josh Orton, Senior Financial Advisor, as additions to its growing team.
  • Managing Partner-Elect Dawn Möeder, CA says, "We are excited about bringing on John within our expanding team at LGT Financial Advisors.
  • John joins the LGT Financial Advisors team with more than 20 years of experience in the investment management industry.
  • Josh joins LGT Financial Advisors with more than 13 years of experience in the financial services industry.