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Pickler picks Commonwealth Financial as prime broker

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Independent wealth advisory firm Pickler Wealth Advisors (PWA) has selected Commonwealth Financial Network as its broker/dealer.

Formerly affiliated with LPL Financial, founder David A Pickler (pictured), JD, ChFC, CFP, and partner Teresa JW Bailey, CFP – along with their team – bring with them in excess of USD250 million in client assets.
 
PWA builds strong, lasting partnerships with clients to achieve their financial and life goals. A 33-year industry veteran, more than 80 percent of David Pickler’s clients have been with him for at least 10 years, predating the launch of PWA. The firm offers the full spectrum of financial planning services, including portfolio management, strategic asset allocation, income strategies, estate management, tax planning, insurance needs analysis, family wealth and estate planning, and retirement planning.
 
“We are very pleased with the product solutions, service independence, and advisor technology innovation that Commonwealth offers PWA and our clients,” says Pickler, president and CEO. “Ensuring that we meet a world-class standard of excellence is important to us, and after close scrutiny of Commonwealth’s record of success, we take great pride in joining forces. They, like us, believe in the power, promise, and potential of good corporate citizenship – that by helping people and communities, we ‘do well by doing good.’”
 
“We chose to affiliate with Commonwealth because they bring the support and resources we need to strategically take our business to the next level while reflecting our ethos and values,” says Teresa JW Bailey, executive vice president and senior planning partner. “The leading-edge technology Commonwealth offers, in tandem with its expert Practice Management team, will improve our client experience and fuel our growth strategy.”
 
“I am pleased to welcome the team at Pickler Wealth Advisors to our network of independent advisors,” says Andrew Daniels, managing principal, business development. “By partnering with Commonwealth, the PWA team will benefit from our investment resources; intuitive, easy-to-use technology; business consulting; and compliance and legal support—allowing them to invest more time and focus on the wealth management of their clients and less on the functionality of their practice.”

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