Wells Fargo Advisors

Sachem Capital Reports Full Year 2023 Results

Retrieved on: 
Monday, April 1, 2024
Real estate investing, Tax, Interest, Growth, Weakness, Partnership, Telephone, Webcast, REIT, Wells Fargo Advisors, Investment, CPA, Cryptocurrency

BRANFORD, Conn., April 01, 2024 (GLOBE NEWSWIRE) -- Sachem Capital Corp. (NYSE American: SACH) announced its financial results for the year ended December 31, 2023. The Company will host a conference call on Monday, April 1, 2024 at 8:00 a.m. Eastern Time to discuss its financial and operating results.

Key Points: 
  • BRANFORD, Conn., April 01, 2024 (GLOBE NEWSWIRE) -- Sachem Capital Corp. (NYSE American: SACH) announced its financial results for the year ended December 31, 2023.
  • For the year ended 2023, interest income was $49.3 million compared to $42.6 million for the 2022 period.
  • Total operating costs and expenses for the year ended December 31, 2023 were $49.7 million, compared to $31.4 million for the 2022 period.
  • Total shareholders’ equity at December 31, 2023 rose $12.4 million to $230.1 million compared to $217.7 million at December 31, 2022.

LPL Financial Welcomes Windward Wealth Advisors

Retrieved on: 
Thursday, March 28, 2024
SAN, School, Business development, LPL, Wind, RIA, Organic, Wells Fargo Advisors, Investment, Catalog, Retirement, Marketing, Financial adviser

SAN DIEGO, March 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Erick Simonds, CRC®, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, March 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Erick Simonds, CRC®, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • They reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors.
  • In moving to LPL, the three managing partners are proud to launch Windward Wealth Advisors with a nautical theme that pays homage to their seaside community.
  • We look forward to supporting Windward Wealth Advisors for years to come.”

LPL Financial Welcomes McAnally Investment Group

Retrieved on: 
Wednesday, March 20, 2024
Certification, Family, Partnership, SAN, Business development, LPL, RIA, Wells Fargo Advisors, Operation, CPA, Financial adviser

SAN DIEGO, March 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark McAnally, Josh McAnally and Brandon McAnally, CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, March 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark McAnally, Josh McAnally and Brandon McAnally, CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • The team reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
  • Based in Booneville, Miss., McAnally Investment Group is a family-run business led by Mark, who began his career in 2000 as a solo practitioner.
  • Together, they provide personalized wealth management and financial services for each stage of their clients’ lives.

Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team

Retrieved on: 
Thursday, April 4, 2024
Freedom, Growth, UBS, Merrill (company), Wealth, Business, RIA, Leg, Private banking, Wells Fargo Advisors, BNY Mellon, Partner, Region, Wells Fargo, Financial adviser

INDIANAPOLIS, April 4, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, has announced the appointment of former Wells Fargo and UBS executive Michael Goldfader as its new West Coast Regional Managing Director. Mr. Goldfader brings 33 years of experience as a financial advisor and senior field leader to his role and joins a deep bench of wirehouse executives who have brought their skills and strategic relationships to Sanctuary.

Key Points: 
  • Ms. McIntyre also served as a financial advisor as well as in home office and field leadership positions at Merrill Lynch.
  • "Michael and Michelle are respected industry leaders I am proud to have as colleagues," said Mr. Fertitta.
  • Ms. McIntyre said, "I'm thrilled to be part of the future of wealth management we are building here at Sanctuary.
  • Adam Malamed, CEO of Sanctuary Wealth, concluded, "We continue to build out our senior leadership team with the best talent from across the industry and are excited to welcome Michael and Michelle to the firm.

Oyster Consulting Hires Steve Hubbard, Former Wells Fargo Advisors Client Reporting Director

Retrieved on: 
Wednesday, February 21, 2024
Wells Fargo Advisors, Capital punishment, WFA, Oyster

RICHMOND, Va., Feb. 21, 2024 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that Steve Hubbard has joined the firm.

Key Points: 
  • RICHMOND, Va., Feb. 21, 2024 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that Steve Hubbard has joined the firm.
  • Prior to working with Oyster, Hubbard most recently served as Director of Client Reporting for Wells Fargo Advisors (WFA), where he was responsible for the strategy and development of in-house client reporting systems, as well as for vendor-provided performance reporting systems utilized in a multi-channel national brokerage firm.
  • “We are very excited that Steve has joined Oyster,” said Pete Bowman , Managing Director of Oyster’s Strategic Planning and Execution team.
  • With this strategic addition to its team of industry experts, Oyster Consulting reinforces its commitment to providing unparalleled financial services consulting.

THE CENTER FOR DISCOVERY NAMES DONALD W. LANDRY, MD, PHD AS NEW BOARD MEMBER

Retrieved on: 
Friday, March 1, 2024
Oval, School, Division, Marketing, Student, Doctor of Philosophy, ICU, TCFD, Person, Communes of Burundi, NIH, Letter, Science, Oval Office, Surgeon, Harvard University, CFA, Discovery, Physician, Therapy, Wells Fargo Advisors, Teaching, Heart, Nobel, Research, American Academy, Management

HARRIS, N.Y., March 1, 2024 /PRNewswire/ -- The Center for Discovery® (TCFD) today announced that Donald W. Landry, MD, PhD, has been elected to its Board of Directors. His appointment is effective March 1st, 2024.

Key Points: 
  • HARRIS, N.Y., March 1, 2024 /PRNewswire/ -- The Center for Discovery® (TCFD) today announced that Donald W. Landry, MD, PhD, has been elected to its Board of Directors .
  • "Together, our Board of Directors – leaders in their respective industries – provide an invaluable scope of services to The Center.
  • "The vibrant spirit of The Center for Discovery radiates in the persons it serves, its devoted staff and its inspired leadership.
  • I am delighted, and deeply humbled, to join The Board of the Center for Discovery," said Dr. Landry.

LPL Financial Welcomes CoastPoint Financial, LLC

Retrieved on: 
Thursday, February 15, 2024
SAN, Love, Office, Freedom, Investment, RIA, Business development, Burgess, Wells Fargo Advisors, LPL, Financial adviser

SAN DIEGO, Feb. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch an independent practice, CoastPoint Financial, LLC.

Key Points: 
  • SAN DIEGO, Feb. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch an independent practice, CoastPoint Financial, LLC.
  • The firm reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
  • With increased freedom and flexibility, financial advisors who choose LPL gain more ability to work smarter and on their own terms.
  • We look forward to supporting CoastPoint Financial for years to come.”

Southview Timberland Investments, a Company Providing Direct Access to Timberland Investments in the Southeast US, Begins Accepting Investors for the First Time

Retrieved on: 
Tuesday, February 6, 2024
Partnership, Investment, J. P. Morgan, Natural Resources, Wells Fargo Advisors, Health, System, Morgan Stanley Wealth Management, Cryptocurrency

Southview stands out for its innovative approach to managing timberland investments, combining financial acumen with on-the-ground operational expertise.

Key Points: 
  • Southview stands out for its innovative approach to managing timberland investments, combining financial acumen with on-the-ground operational expertise.
  • Southview Timberland Investments is led by Founders John Brenard and Terry Myers.
  • A seasoned financial advisor, and a firsthand investor in Timberland, he brings finance and operations leadership to the company.
  • For more information on Southview Timberland Investments and to get in touch with their team, visit their website .

Financial Advisors Jonathan Maloney and Niki Davis Join LPL

Retrieved on: 
Wednesday, January 31, 2024
SAN, Wells Fargo Advisors, Business development, Consultant, LPL, LPL Financial, Financial adviser

SAN DIEGO, Jan. 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jonathan Maloney and Niki Davis have joined LPL’s employee advisor channel, Linsco by LPL Financial , to launch Maloney Davis Wealth Management.

Key Points: 
  • SAN DIEGO, Jan. 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jonathan Maloney and Niki Davis have joined LPL’s employee advisor channel, Linsco by LPL Financial , to launch Maloney Davis Wealth Management.
  • They reported having served approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors.
  • Based in Cedar Rapids, Iowa, Maloney and Davis are longtime business partners with 35 years of collective industry experience.
  • We created a business that is entirely centered around financial planning.”
    Looking to step away from the wirehouse environment and have more control of their business, Maloney and Davis turned to Linsco by LPL.

SMArtX Advisory Solutions Appoints Industry Veteran Jim Hays as Strategic Advisor

Retrieved on: 
Tuesday, January 9, 2024
Finance, Consulting, Professional Services, Asset Management, Fintech, API, Private banking, Merrill (company), Ecosystem, Wells Fargo Advisors, Financial adviser

SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, announces the appointment of Jim Hays as Strategic Advisor.

Key Points: 
  • SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, announces the appointment of Jim Hays as Strategic Advisor.
  • Hays, a 35-year industry veteran, brings unparalleled expertise to SMArtX, having served as President and Chief Executive Officer of Wells Fargo Advisors and leading Wells Fargo's Wealth and Investment Management Client Relationship Group.
  • Currently, Hays also serves as a strategic advisor at BridgeFT.
  • Pincus said, "We are honored to welcome Jim Hays to the SMArtX family.