Securities America Recruits Meliora Wealth Management and Allied Financial Partners
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK), announced today that it has successfully recruited a group of six advisors with over $200 million in total client assets. The Rochester, New York-based group, which includes Meliora Wealth Management and Allied Financial Partners, is affiliating with Securities America through Evolution Financial Advisors (EFA), a Victor, N.Y.-based Super-OSJ with total client assets of more than $2.6 billion.
The group includes three CFP® professionals, including twenty-year industry veteran David Quick, CFP®, president of Meliora Wealth Management, who served as OSJ for Allied Financial Partners before joining EFA.
Quick said he was drawn to Securities America because of its demonstrated success in supporting the growth of firms on its platform, and because of the resources available to advisors at Ladenburg’s independent brokerage and advisory (IAB) firms. He was also attracted to the opportunity to join a top Super-OSJ in Evolution Financial Advisors.
Quick said, “Joining the Securities America and Evolution Financial family will offer the support needed to run a better practice. As a group of advisors, we are motivated and passionate about driving positive results for our clients and providing them with the right advice at the right time. With its robust advisor coaching programs and in-depth, multi-faceted practice management support, we believe Securities America will position us to deliver on that goal more effectively than ever. We were also very impressed with Securities America’s commitment to continually evolving its cutting-edge technology platform to help advisors stay a step ahead in this ever-changing industry landscape.”
Gregg Johnson, Securities America’s executive vice president of branch office development and acquisitions, said, “We are thrilled to add a group of this caliber to Securities America’s platform. As a service-driven organization, we are committed to helping advisors use our technology and services to scale up their businesses to the next level and realize their full potential. Additionally, we are excited to facilitate the addition of a high-performing group of advisors to Evolution Financial Advisors. When the firms in the Securities America family win, we win as well.”
Overseen by president Victoria Bach and vice president Rob Anderson, EFA provides advisors with benefits well beyond basic supervisory services and compliance support. EFA offers value-added services including business development and professional growth guidance, help with creation and review of marketing and advertising materials, virtual assistance support and product and strategy consultation, among other services.
Bach said, “David and his team are great additions to Evolution Financial Advisors, and I look forward to collaborating with them. By combining the outstanding technology and service platform of Securities America and our own close-knit culture and top-notch playbook of solutions, we believe we can help Meliora Wealth Management and Allied Financial Partners take the next step toward realizing their growth goals for the future.”