Advisor Group, a network of independent financial advisory firms comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, has appointed Micah Wei, CIMA as Vice President, Wealth Management Sales.
In this role, Wei is responsible for creating and executing internal sales strategy for Advisor Group’s proprietary Wealth Management Platform (WMP) for advisors. Wei is based in Advisor Group’s Phoenix, AZ headquarters.
Wei brings over 15 years of experience in the investment management and financial services industry. As VP, Wealth Management Sales, he will lead the sales and distribution efforts on existing and new platforms such as an updated client discovery process (including financial planning), a digital onboarding solution for advisors and clients, and new and unique investment solutions. He will also spearhead the creation of training modules to better equip the Firm’s advisors to thrive in an evolving marketplace.
“We’re proud to welcome Micah to our growing team of exemplary talent,” says Jamie Price, President & CEO of Advisor Group. “Micah’s deeply rooted wealth management and leadership experience is incredibly valuable as Advisor Group continues to equip advisors with the tools and insights needed to navigate through this new Fiduciary Era.”
Prior to joining Advisor Group, Wei served as Associate VP of Sales Marketing at LPL Financial. In this position, he was responsible for promoting the firm’s advisory and product solutions, as well as developing advisor training programs in direct response to the DOL Fiduciary Rule. Previously, Wei served as Senior VP of the Advisory Consulting Group at First Allied Securities, Inc, where he led sales and marketing of the firm’s multi-billion-dollar fee-based wealth management business. Wei earned a Bachelor of Arts degree in economics and business from the Virginia Military Institute. He holds a Certified Investment Management Analyst (CIMA) designation as well as FINRA Series 7 (General Securities) and Series 66 (Investment Advisor) certifications.
