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Announcement

Private Client Services signs Bennett & Bennett Financial as Its latest addition

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Broker/Dealer and registered investment advisor Private Client Services (PCS) says the advisory firm Bennett & Bennett Financial has joined its broker/dealer platform.

CEO Tony Bennett leads the Bennett & Bennett Financial group, a recently launched dually registered independent financial advisory firm. The firm will start with two Indiana offices; Corydon and New Albany. Both offices will share space with its sister company Bennett & Bennett Insurance Co.

“We are really excited about affiliating with PCS, and bringing to our clients the significant benefits of a truly independent financial advisory practice,” says Bennett. “We appreciate PCS's culture of independence and their willingness to partner at all levels. And to find a Broker Dealer, based right here in Louisville, made it a no brainer. It was just too easy.”

Bennett expects the new PCS partnership to “greatly accelerate our ability to accommodate further growth in the Southern Indiana and Louisville region and to support our clients' needs.”

Ernest Sampson, CEO of PCS, says the firm has known Bennett for a long time and looks forward to levering his credentials in the financial advisory and retirement planning arena. “The Bennett family and Bennett & Bennett Insurance Company have been outstanding civic and corporate leaders in Southern Indiana for decades,” says Sampson. “We are so excited to be partners and to continue to grow with them.”

Before founding Bennett & Bennett Financial, Bennett held a series of senior executive positions in several of the world’s largest Wall Street firms. Among them, Morgan Stanley, UBS, and most recently Wells Fargo Advisors, where he served as Complex Director of Louisville, Kentucky.

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