Securities America in the News

News

Announcements

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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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  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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