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PHOENIX, Feb. 8, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the appointment of Desireé Sii as President and CEO of SagePoint Financial, Inc. ( SagePoint ), effective immediately. Ms. Sii will be based in Phoenix and report to Advisor Group s President, Advice and Wealth Management, Greg Cornick. SagePoint s former CEO, Jeff Auld, recently announced his retirement.
As SagePoint enters its fifty-first year of operations, Ms. Sii s leadership strategy will be to build on the firm s impressive recruiting momentum while continuing to support the organic growth of its more than 1,300 affiliated financial professionals by leveraging Advisor Group s innovative suite of business services, including practice management coaching and consulting, succession and acquisition resources, marketing support and cutting-edge technology.
Advisor Group Launches New Advisor Engagement Team, Spearheaded By Wealth Management Industry Leader Erinn Ford
Team to Partner with Financial Professionals to Develop Programs That Drive Growth and Enhance Service Experience While Fostering Deeper Sense of Community
Ford to Build Business-Model Segmentation Approach to Fulfill Unique Needs of Each Financial Professional, Delivering Personalized Service on Scalable Basis
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PHOENIX, Feb. 3, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today has appointed Erinn Ford to the newly-created position of Executive Vice President, Advisor Engagement, effective immediately. Ms. Ford, a 30-year veteran of the wealth management industry, is the former CEO of Advisor Group subsidiary firm KMS Financial, and the former President of Cetera Advisors.
Advisor Group Expands Leadership With Appointment Of Larry Fisher As Chief Human Resources Officer And Scott Seiffert As Chief Accounting Officer
New Additions to Senior Management Team Bring Experience from Leading Financial Services Firms, Including TD Ameritrade and Wells Fargo
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PHOENIX, Jan. 20, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the appointments of Larry Fisher, a seasoned human resources leader with nearly three decades of experience across various industries, as Chief Human Resources Officer (CHRO) and Scott Seiffert, a 25-year financial services industry veteran who has held executive-level accounting, finance and audit roles at several prominent companies, as Chief Accounting Officer (CAO), effective immediately.
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PHOENIX, Jan. 7, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the successful recruitment of James Keller, a solo financial professional based in Allen, Texas, with $102 million in total client assets.
Mr. Keller will join Advisor Group through its subsidiary and network member firm Woodbury Financial Services. Advisor Group also includes FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America, Inc. and Triad Advisors, LLC.
With nearly 20 years of experience as a financial professional, Mr. Keller provides investment, retirement, tax and estate planning services to clients across Texas. He is a certified financial planner and Chartered Retirement Planning Counselor.