Chris Clemens
Haven Tower Group, LLC
424.317.4850
cclemens@haventower.com
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 MoreOctober 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 MoreOctober 29, 2019 | Announcements
Securities America welcomes Brian K. Watts of Kansas City, Missouri. Brian has joined PGN Financial Services, a long-tenured branch with Securities America, also located in Kansas City, Missouri.
Read MoreOctober 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 MoreOctober 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 MoreOctober 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...
Read MoreSeptember 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.
Read MoreSeptember 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.
Read MoreAugust 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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