Lido Advisors Continues 2020 Growth with Colin C. Grover, CFP®, Joining as Vice President, Private Client Services

Lido Advisors, LLC ( www.lidoadvisors.com ), a full service, independent, registered investment advisory firm, announced Colin C. Grover, CFP , joined the firms Texas office last month as Vice President Private Client Services, continuing Lido Advisors growth in 2020.

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Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Tuesday, November 10, 2020
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Tags: 
Banking, Professional services, Finance, Finance, Money, Investment, Financial advisors, Registered Investment Adviser, Financial adviser, Investment advisory, Lido
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United States, California, Texas
⚠ generated by AI ↴
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LIDO ADVISORS, LLC
Summary
Key Points: 
  • Lido Advisors, LLC ( www.lidoadvisors.com ), a full service, independent, registered investment advisory firm, announced Colin C. Grover, CFP , joined the firms Texas office last month as Vice President Private Client Services, continuing Lido Advisors growth in 2020.
  • Grover has 15 years of experience in the industry and joins Lido Advisors from Portfolio Solutions, where he served as Director of Strategy & Growth.
  • Grover is passionate about leveraging technology to enhance the client experience and integrate the entire view of a clients financial life.
  • Lido Advisors is focused on creating an elegant, effective, and responsive client experience that exemplifies its commitment to excellence.


Lido Advisors, LLC (www.lidoadvisors.com), a full service, independent, registered investment advisory firm, announced Colin C. Grover, CFP®, joined the firm’s Texas office last month as Vice President Private Client Services, continuing Lido Advisors’ growth in 2020.

Grover has 15 years of experience in the industry and joins Lido Advisors from Portfolio Solutions, where he served as Director of Strategy & Growth. He led a team of advisors responsible for $1.5-billion assets under management, created the firm’s Wealth Planning service, and was responsible for developing, executing, and sustaining firm-wide strategic initiatives.

Grover is passionate about leveraging technology to enhance the client experience and integrate the entire view of a client’s financial life. He has spoken live at Salesforce World Tour & Dreamforce events about best practices in scaling up using Financial Services Cloud, and he has also been invited to speak to financial advisors across the country on various client-experience best practices.

“I am humbled to join the Lido family. Lido is made up of a group of passionate individuals who all share a singular focus on doing what is right for the client,” says Grover. “The passion found at Lido fuels the innovation and action taken on behalf of clients, from creating risk-adjusted portfolios for conservative investors, partnering with ultra-high net worth families to create virtual family offices, to leveraging MyLido to collaborate with clients beyond the balance sheet.”

“I know I speak for myself, my partners, and the entire Lido family when I say how excited we are to have Colin join the team,” says Alexandra Browne, Senior Managing Director at Lido Advisors, LLC. “His expertise and innovative technology focus lend itself to Lido’s commitment by continuing to enhance our client experience.”

About Lido Advisors, LLC:

Lido Advisors. LLC, is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, and with offices across the U.S. It executes innovative and comprehensive investment and wealth strategies designed to grow, protect, and maximize its clients' legacies. Lido Advisors is focused on creating an elegant, effective, and responsive client experience that exemplifies its commitment to excellence.

Twitter: @lidoadvisorsllc

LinkedIn: https://www.linkedin.com/company/lido-advisors

YouTube: https://www.youtube.com/channel/UCJKgQa8eR5niUn_LeOmgNNQ

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