Wells Fargo Advisors

Growth Dynamo DayMark Wealth Partners Adds Hofstetter Baron Group With $585 Million in Client Assets

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星期二, 五月 7, 2024
Technology, Finance, Consulting, Fintech, Business, Professional Services, Digital Cash Management, Digital Assets, Software, Asset Management, Acquisition, Wells Fargo Advisors, Daymark, Dynasty, Investment, Fidelity Investments, RIA

Ohio-based DayMark Wealth Partners announced today that veteran financial advisors Thomas Hofstetter and Daniel Baron have joined the firm as the Hofstetter Baron Group of DayMark Wealth Partners.

Key Points: 
  • Ohio-based DayMark Wealth Partners announced today that veteran financial advisors Thomas Hofstetter and Daniel Baron have joined the firm as the Hofstetter Baron Group of DayMark Wealth Partners.
  • Previously a Wells Fargo Advisors team managing $585 million, Southport, Conn.-based Hofstetter Baron Group advises high net worth families and individuals.
  • Driven by a commitment to service, the Hofstetter Baron Group chose independence to help their clients achieve their goals through customized financial planning, personalized advice, and institutional-quality portfolio management.
  • We’re excited to welcome another seasoned team to DayMark Wealth Partners, and we look forward to supporting them as they grow.”
    DayMark Wealth Partners is an RIA based in Cincinnati, Ohio, with $2.5 Billion in assets under management, prior to this acquisition.

LPL Financial Welcomes Spotlight Financial

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星期四, 四月 18, 2024
Confusion, Wells Fargo Advisors, Business development, Aptitude, SAN, Noise, LPL, RIA

SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • After more than a year of planning, sharing ideas and many redlining lunches, the team – who share more than five decades of wealth management experience – launched Spotlight Financial .
  • “
    Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome Alex, Bob, Manny and Diana to the LPL community and are honored to support the launch of Spotlight Financial.
  • We look forward to a long-lasting relationship with Spotlight Financial.”

Essential Edge Compliance Outsourcing Services Names Alex David to Advisory Board

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星期二, 四月 23, 2024
BNY Mellon, RIAS, Essential, Pace University, Economics, Wells Fargo Advisors, Marketing, Advisory board, Federated Hermes, Bank, Business, Entrepreneurship, OppenheimerFunds, M&A, Principal, Privacy, Lord Abbett, Regulatory technology, Division, Financial adviser

SANTA FE, N.M., April 23, 2024 /PRNewswire/ -- Essential Edge Compliance Outsourcing Services, LLC (Essential Edge), which provides third-party compliance services for broker-dealers and registered investment advisers (RIAs), has appointed wealth management industry leader Alex David to its Advisory Board. Mr. David currently serves as Division Director at Raymond James Financial Services and brings over 30 years of experience to the Board, having held leadership positions at some of the nation's pre-eminent financial services firms.

Key Points: 
  • SANTA FE, N.M., April 23, 2024 /PRNewswire/ -- Essential Edge Compliance Outsourcing Services, LLC (Essential Edge), which provides third-party compliance services for broker-dealers and registered investment advisers (RIAs), has appointed wealth management industry leader Alex David to its Advisory Board.
  • Mr. David currently serves as Division Director at Raymond James Financial Services and brings over 30 years of experience to the Board, having held leadership positions at some of the nation's pre-eminent financial services firms.
  • "I'm thrilled to welcome Alex to our already distinguished Advisory Board , which has been instrumental in providing thoughtful guidance and impactful insights to the Essential Edge leadership team," said Sander Ressler, Co-Owner and Managing Director.
  • "I'm honored to join the Essential Edge Advisory Board," said Mr. David.

Sachem Capital Reports Full Year 2023 Results

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星期一, 四月 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

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星期四, 三月 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

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星期三, 三月 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

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星期四, 四月 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

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星期三, 二月 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

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星期五, 三月 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

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星期四, 二月 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.”