Chris Clemens
Haven Tower Group, LLC
424.317.4850
cclemens@haventower.com
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Securities America Welcomes Anthony “Tony” Zapico
October 21, 2019 | Announcements
Securities America welcomes Anthony “Tony” Zapico, CFP®, of Freedom Advisors, Inc. in Riverside, California. Tony has worked in the financial services industries since 1991 and opened his own office as an independent advisor in 1996. Tony affiliates with Securities America through Super OSJ Elite Financial Network in Huntington Beach, California. We’re excited to help Tony grow, perfect and protect his business!
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Securities America Welcomes Mike Thompson
October 10, 2019 | Announcements
Securities America welcomes Michael “Mike” Thompson, personal financial specialist and partner at GTF Financial Advisors. The San Mateo, California-based firm provides comprehensive wealth management and financial planning services to closely-held businesses, high net worth individuals, service businesses, retirees and pre-retirees. GTF Financial’s total client assets exceed more than $31 million. Join us in welcoming Mike and GTF Financial Advisors to Securities America!
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Securities America Welcomes Nebraska-Based Producer Group with Five Advisors
September 17, 2019 | Announcements
Securities America welcomes Nebraska-based advisors Dwain Owens, CLU®, ChFC®, and Tyson Owens, Owens Wealth Advisors, Columbus; Bruce Johnson, Valentine; Terry Norris, LUTCF®, Columbus; and Dan Zentner, Cedar Rapids.
The producer group’s five advisors collectively represent 100 years of financial services experience and $83 million in total client assets. We’re excited to partner with these advisors in growing, perfecting and protecting their businesses and providing their clients with the best possible service!
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Securities America Welcomes Dash Capital Advisors
September 10, 2019 | Announcements
Securities America is pleased to welcome the advisors of Dash Capital Advisors. The Victor, New York, firm is comprised of five financial advisors, including co-owners Nathan Elvers, CLU®, Matthew Piaseczny, ChFC®, RICP®, and Mark Temperato, CLU®, ChFC®, RICP®, and junior partners Adam Ambielli, ChFC®, and Steven Lesko.
The next-generation firm employs a collaborative, team-approach, bringing a wealth of expertise, education and life experience to financial planning for their clients. The advisors are affiliating with Securities America through Super OSJ Evolution Financial, also of Victor, New York. We’re excited to have them with us and look forward to helping them grow, perfect and protect their practice!
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Securities America Welcomes Nikki Lude
August 01, 2019 | Announcements
Securities America and Arbor Point Advisors is pleased to welcome Nikki Lude. The Woodsfield, Ohio financial advisor brings total client assets of $44 million and is joining Commonwealth Financial Services in Wheeling, West Virginia.
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Securities America Welcomes Andrew Palomo
July 31, 2019 | Announcements
Securities America is pleased to welcome Andrew Palomo. The Oak Park, Illinois financial advisor brings total client assets of $65 million through Pillar Financial, LLC.
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Securities America Welcomes Brett Sabio
July 29, 2019 | Announcements
Securities America is pleased to welcome Brett Sabio. The Point Pleasant, New Jersey financial advisor brings total client assets of $31 million.
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Securities America Welcomes Tron Welch
July 25, 2019 | Announcements
Securities America is pleased to welcome Tron Welch, CFP®, principal and founder of Welch Financial Planning, LLC. The Boulder, Colorado financial advisor brings total client assets of $60 million.
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Securities America Welcomes Leo Gilroy-Solano
June 26, 2019 | Announcements
Securities America is pleased to welcome Leonard “Leo” Gilroy-Solano. The Grand Blanc, Michigan financial advisor brings total client assets of more than $33 million and is joining Forest Hills Financial, Inc. in Grand Rapids, Michigan.
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