Securities America Welcomes Team with $50 Million in Client Assets
"We started the search in January, and after months of due diligence, we chose Securities America for their vast resources," Stephen Trowbridge said. "Their technology, support and service will help us better serve our clients and also help us grow our business. We feel very confident in our decision and have been successful in moving 100 percent of our clients and are already seeing new referrals."
Trowbridge Wealth Management was previously with Sterne, Agee & Leach, Inc. where they managed $50 million in client assets that generated $650,000 in annual revenue.
"We have built a model that allows advisors to keep clients their top priority while they grow their practice," said Gregg Johnson, senior vice president of branch office development and acquisitions. "Securities America and our parent company Ladenburg Thalmann know advisors look for our stability and support in making the important decision to move their business."
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 1,700 independent advisors responsible for $50 billion in client assets.
Securities offered through Securities America, Inc., member FINRA/SIPC. Trowbridge Wealth Management and Securities America are not affiliated.