December 12, 2019 | Announcements
EFS Group Wealth Management, Sioux City, Iowa, was one of only 20 financial advisory firms selected for the 2019 Invest in Others Charitable Champions List. The annual program recognizes firms for giving back to their communities by promoting a culture of philanthropy among employees and financial advisors.
EFS Group Wealth Management’s leadership includes CEO Marc Geels, CFP®, BFA; COO Bryon Oines, BFA; and vice president of operations, Dana Baldridge, BFA.
"Leadership plays a critical role in the success of corporate philanthropy programs," said Megan McAuley, executive director and president of Invest in Others Charitable Foundation. "With this year's Charitable Champions List, the tone from the top was key to fostering a culture of philanthropy.”Read More
November 25, 2019 | Announcements
Securities America welcomes Revival Wealth, a woman-led advisory practice founded by Monica “Mo” Daniels. Based in Charlotte, North Carolina, Revival Wealth specializes in serving the needs of active and retired military members.
Daniels holds degrees in nuclear physics, computer engineering, business administration, and finance.Read More
November 21, 2019 | Announcements
Securities America welcomes Richard Mullaney of Queenstown, Maryland. Mullaney is joining Securities America Super OSJ, Branch Development Partners, Leesburg, Virginia.
“We’re excited to have Richard as part of our team,” said Registered Principal and Founder of Branch Development Partners Tom Kestler...Read More
November 13, 2019 | Announcements
Securities America welcomes Michael “Keith” Napier of Wichita, Kansas. Keith has been serving clients since 2004 and has joined Securities America through Cordell Wealth Management, which also has offices in Hays and Topeka, Kansas...Read More
November 12, 2019 | Announcements
WealthManagement.com has named Wall Street Alliance Group, Manhattan, New York, to its 2019 Thrive List, honoring the nation's fastest-growing advisors. The average revenue growth of Thrive Advisors is three times that of the overall industry.
Led by senior partners Syed Nishat and Aadil Zaman, the management firm serves high net worth clients and is on a mission to empower first-generation immigrants achieve financial well-being. Wall Street Alliance has a team of advisors with expertise in areas such as tax and estate planning, asset protection, portfolio management, 401(k) plans, defined benefit plans, special needs planning, physician financial planning and trust services.Read More
October 30, 2019 | Announcements
Securities America welcomes Kelly Hill, Fargo, North Dakota. Kelly represents $47 million in total client assets and is affiliating with Securities America through Branch Development Partners, based in Leesburg, Virginia. We’re excited to help Kelly grow and perfect her business!Read More
October 28, 2019 | Announcements
Securities America welcomes California-based advisor Amy Nuttall Zwaan CRPC®, Fresno, California. Amy has worked as a wealth advisor since 2004, serving a wide range of individuals, families and business owners with a wide variety of financial goals and investment needs.Read More
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.Read More
October 15, 2019 | Announcements
Securities America welcomes Benjamin E. “Ben” Koley, registered principal at Koley Financial. The Elkhorn, Nebraska firm provides personalized, hands-on service to clients and demystifies topics on finance, investing, estate conservation and wealth preservation.Read More