Grove Point Financial LLC, a boutique independent broker-dealer and registered investment adviser (RIA) platform in Rockville, announced the appointment of Denise McGee as senior vice president of Advisor Solutions. Leveraging 26 years of experience, McGee will dedicate much of her time to increasing the adoption of Grove Point Financial’s technology, advisory and brokerage platforms, and .
Grove Point Financial, a Rockville-based boutique independent broker-dealer and investment advisory platform, Tuesday announced the addition of Burhon Financial Group, a Chantilly, Virginia-based wealth management firm whose financial professionals oversee $77 million in client assets. Led by Ken Burhon, the firm’s personnel specialize in individualized financial planning, investment and protection services, and estate planning solutions .
Grove Point Financial, a boutique independent broker-dealer and registered investment adviser platform in Rockville, appointed Mark Weinstein as vice president of business development covering the Eastern region. With more than 16 years of industry experience, Weinstein has helped more than 1,000 advisers explore independence. He will be responsible for overseeing the full spectrum of recruiting, .
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