Integrated Partners Appoints Andree Mohr President

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Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president.

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Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Donnerstag, Mai 9, 2024
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Tags: 
Finance, Entertainment, Consulting, Banking, Accounting, Professional Services, Business, General Entertainment, Books, Asset Management, Integration, CPA, Practice management, Star, Partner, Growth, AUA, RIA, Management
Geotags: 
UNITED STATES, NORTH AMERICA, MASSACHUSETTS
Zusammenfassung
Key Points: 
  • Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president.
  • Mohr joined Integrated Partners as director of business development, applying her acumen from earlier positions to strengthen advisors’ practices through marketing planning, technological enhancements and practice management support.
  • Advancing swiftly through executive levels, Mohr also held positions as vice president of strategy and development before assuming her most recent role of chief implementation officer.
  • “Choosing Andree for this promotion was a decision that came naturally, thanks to her exemplary dedication and well-proven experience,” said Paul Saganey, CFP® , founder and CEO at Integrated Partners.


Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president. Mohr, a rising star, has frequently earned recognition among her peers via accolades and industry awards, playing a pivotal role in the firm's development since joining in 2015.

Mohr joined Integrated Partners as director of business development, applying her acumen from earlier positions to strengthen advisors’ practices through marketing planning, technological enhancements and practice management support. Advancing swiftly through executive levels, Mohr also held positions as vice president of strategy and development before assuming her most recent role of chief implementation officer.

“I’m deeply honored by the trust the Integrated team has placed in me,” Mohr stated. “As I take on this new challenge, our team will maintain its focus on equipping our advisors and CPA partners for growth and success.”

As president, Mohr will be responsible for integrating new advisory teams and implementing enhancements to Integrated’s platform that better support advisors. She will uphold her focus on enhancing the client experience, with an emphasis on advisor training and planning within Integrated's family office. Mohr has already played a pivotal role in the development of Integrated's CPA Alliance program and will continue refining and expanding the flagship offering. This program is designed to align wealth management teams with certified public accountants (CPAs) as they work to tackle the ever increasing complexity of their clients’ financial lives in a holistic manner.

“Choosing Andree for this promotion was a decision that came naturally, thanks to her exemplary dedication and well-proven experience,” said Paul Saganey, CFP®, founder and CEO at Integrated Partners. “Her consistent performance and strategic vision have been key to our growth. Among the many choices I make each day, this one was particularly fulfilling. It highlights our commitment to fostering leadership that genuinely enhances our organizational capabilities.”

Saganey and Mohr will maintain close collaboration, with Mohr's expanded responsibilities allowing Saganey greater flexibility to shape the company’s vision and long-term objectives. Mohr will also prioritize the implementation of technological enhancements for advisors, streamlining access to practice-level data and metrics to facilitate their focus on enhancing enterprise value.

Mohr’s promotion comes in tandem with the launch of her first book, Center Stage: How to Become the Star of Your Practice. Co-authored by Saganey and Matt Ackermann, chief content officer at Integrated, this book aims to position entrepreneurial advisors for success by exploring their own unique abilities and drawing on the examples of other successful entrepreneurs. The book can be ordered now at Amazon.com/centerstage.

Advisory firms wishing to learn more about Integrated’s suite of back-office and organic growth solutions are encouraged to visit integrated-partners.com.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 212 advisors, 190+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor.

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