WAGN

Dover Advisors Expands with New Office and Leadership in Atlanta, GA

Retrieved on: 
Wednesday, October 4, 2023
Insurance, Ecosystem, WAGN, Trust, Freedom, Investment, Acquisition, Faurot, Marketing, Financial adviser

RICHMOND, Va., Oct. 4, 2023 /PRNewswire-PRWeb/ -- Dover Advisors today announced its expansion of a new office in Atlanta, GA. The office will be led by Bruce Faurot, who is joining Dover as Managing Director and Portfolio Manager. With over 35 years of experience, he will also be a member of Dover's Investment Working Group. Faurot is Dover's first acquisition of a wirehouse advisor.

Key Points: 
  • Bruce Faurot joins Dover Advisors from Janney Montgomery Scott, leading Dover's new office
    RICHMOND, Va., Oct. 4, 2023 /PRNewswire-PRWeb/ -- Dover Advisors today announced its expansion of a new office in Atlanta, GA.
  • The office will be led by Bruce Faurot, who is joining Dover as Managing Director and Portfolio Manager.
  • With Bruce's leadership, we're looking forward to adding more advisors within our Mid-Atlantic footprint," said Jesse Ellington, President at Dover Advisors.
  • My move to Dover Advisors gives me more flexibility and more freedom to serve those relationships better than ever before," said Bruce Faurot, Managing Director and Portfolio Manager at Dover Advisors.

Echelon Wealth Advisors Transitions to Naviter Wealth, Supported by Wealth Advisor Growth Network

Retrieved on: 
Friday, April 21, 2023
Insurance, Partnership, Echelon, RIA, Navit, WAGN, Trust, Entrepreneurship, Research, Financial services, Financial adviser

LITTLE ROCK, Ark. and ROCHESTER, N.Y.,  April 21, 2023 /PRNewswire-PRWeb/ -- Naviter Wealth today announced the breakaway of Echelon Wealth Advisors, coordinated with the support of Wealth Advisor Growth Network (WAGN).

Key Points: 
  • and ROCHESTER, N.Y., April 21, 2023 /PRNewswire-PRWeb/ -- Naviter Wealth today announced the breakaway of Echelon Wealth Advisors, coordinated with the support of Wealth Advisor Growth Network (WAGN) .
  • Naviter, a private and independent SEC-registered investment advisory (RIA) firm, approached Echelon for its proven track record and similar value system.
  • Wealth management shouldn't exist in a silo," said Richard Dougherty, Managing Partner at Echelon Wealth Advisors.
  • "WAGN supported Naviter Wealth's launch in 2021, and played a pivotal role in establishing the partnership between Naviter and Echelon.

Industry Veteran Glenda Pemble Joins Wealth Advisor Growth Network as a Senior Consultant

Retrieved on: 
Tuesday, February 28, 2023
Glenda, Region, WAGN, Consultant, Financial services

DENVER, Feb. 28, 2023 /PRNewswire-PRWeb/ -- Wealth Advisor Growth Network (WAGN) welcomes Glenda Pemble as a Senior Consultant. Glenda was previously Vice President, Regional Director at Brinker Capital and brings 30 years of industry experience to WAGN.

Key Points: 
  • Wealth Advisor Growth Network (WAGN) welcomes Glenda Pemble as a Senior Consultant.
  • DENVER, Feb. 28, 2023 /PRNewswire-PRWeb/ -- Wealth Advisor Growth Network (WAGN) welcomes Glenda Pemble as a Senior Consultant.
  • Glenda was previously Vice President, Regional Director at Brinker Capital and brings 30 years of industry experience to WAGN.
  • "Glenda's deep industry experience will greatly benefit our clients and partners," said John Phoenix, Partner, WAGN.

Dover Advisors Launches Independent RIA to Provide Comprehensive Wealth Management

Retrieved on: 
Tuesday, August 23, 2022
VP, Dog, Technology, RIAS, Trust, RIA, WAGN, Insurance, Adviser, Senior, AUM, Partner, History, Foundation, Compliance, James Maxwell Wallace, Ecosystem, Industry, Marketing, Financial adviser

RICHMOND, Va.,  Aug. 23, 2022 /PRNewswire-PRWeb/ -- Dover Advisors announces the launch of its new RIA, supported by Wealth Advisor Growth Network (WAGN). Dover Advisors provides investment management, trust, and estate administration, along with wealth strategies to individuals, families, trusts, and foundations. The team has provided these services to a loyal client base in Virginia and the Mid-Atlantic for the last 25 years.

Key Points: 
  • Dover Advisors provides investment management, trust, and estate administration, along with wealth strategies to individuals, families, trusts, and foundations.
  • Jess Ellington serves as President of Dover Advisors and has a history of working in nearly every corner of the wealth management industry.
  • He brings 25 years' experience in the trust and wealth management business and, like Mr. Ellington, joins Dover from Atlantic Union Bank Wealth Management.
  • Dover Advisors specializes in developing customized and comprehensive financial strategies designed to help clients grow, protect, and transfer their wealth.

WAGN Accelerates Growth by Spearheading Elk River Wealth’s Third Tuck-In Deal in Four Months

Retrieved on: 
Tuesday, July 21, 2020
Consulting, Professional services, Finance, Free trade agreements, Mammals, International trade, Comprehensive and Progressive Agreement for Trans-Pacific Partnership, In Chile, Trans-Pacific Partnership, WAGN, Connectipedia, Elk River, Elk

Wealth Advisor Growth Network (WAGN) is proud to announce that it has successfully helped Elk River Wealth Management close its third tuck-in deal since launching the firm in late March.

Key Points: 
  • Wealth Advisor Growth Network (WAGN) is proud to announce that it has successfully helped Elk River Wealth Management close its third tuck-in deal since launching the firm in late March.
  • The deal accelerates Elk Rivers regional expansion and growth efforts, as David Carroll and Jon Springer collectively managed $230 million in assets under management prior to joining the firm.
  • WAGN spearheaded the launch of Elk River in March, successfully navigating the challenges and uncertainties posed by the global pandemic .
  • Todays announcement with David Carroll and Jon Springer marks the third deal WAGN has spearheaded for Elk River.