Start the conversation about joining Securities America
Massachusetts Regional Recruiters
Find a regional recruiter in your Massachusetts local area to begin a confidential conversation on choosing Securities America as your independent broker-dealer.
First Vice President
With more than 15 years of financial services industry experience as a Senior Regional Director for the North Eastern states, for Bonnie it’s all about the relationships. As a previous sole proprietor and owner of a consulting business, Bonnie understands the complexity of moving a book of business and the impact it has on the advisor both personally, financially and emotionally.
“This is and always will be a people business” says Bonnie, “We need the advisor more than they need us and we work every day to earn our advisor’s business. It’s the key differential when comparing broker-dealers. SAI is 100% committed to the independent advisor. With a 4-1 rep to employee ratio, and our results proven practice management tools and programs, Securities America delivers on the perfect balance between large-company resources and a small-company feel with a personal touch.”
In partnering with many of Securities America’s OSJ offices in their branch expansion efforts and recruitment of new advisors to assist in marketing campaigns, succession planning and acquisitions. She has a bachelor’s degree in management and marketing from William Penn University and is a member of Society of Human Resource Management (SHRM) and Women in Financial Services and Insurance (WFSI)
Financial Institutions Recruiters
Regional Director, Branch Office Development and Financial Institutions
States Covered: Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Zach joined Securities America in October of 2013 after serving as Business Manager at a pharmaceutical marketing organization. Zach is responsible for the day to day operations of the Financial Institutions division, as well as analyzing, coordinating and implementing acquisition efforts across Securities America. Zach graduated with a Bachelor of Science in Finance; financial analysis from Creighton University, and currently holds the Series 7 securities industry license.