Chris Clemens
Haven Tower Group, LLC
424.317.4850
cclemens@haventower.com
News
Announcements
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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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Securities America Introduces Virtual Assistant Solution to Provide Staffing Support for Affiliated Advisors
June 18, 2019 | Announcements
Securities America has launched a new Virtual Assistant solution that enables participating advisors to augment their staff with Securities America-trained support personnel who perform administrative and clerical tasks on a remote or ‘virtual’ basis. The program, successfully piloted last year, allows advisors to build out their teams and spend more of their time and energy serving clients.
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Securities America Launches Solution Enabling Advisors to Utilize Instagram for Social Media Marketing
April 17, 2019 | Announcements
Securities America has enabled its affiliated advisors to utilize Instagram for social media marketing, demonstrating commitment to empowering advisors to connect with investors through the social media channels that matter to them.
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Securities America Names Nicholas McEvoy Branch Office Development Regional Director
March 05, 2019 | Announcements
Nick McEvoy has joined Securities America as a regional director of Branch Office Development.
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Securities America Welcomes Tim Petrovich as Senior Regional Director of Branch Office Development
December 04, 2018 | Announcements
Tim Petrovich has joined the firm as a senior regional director of branch office development.
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