Advisor Group, a US etwork of independent wealth management firms, has recruited Compass Wealth Solutions, an Indiana-based wealth management practice, with three financial professionals, that oversees USD221 million in total client assets.
Advisor Group, a US network of independent wealth management firms, has recruited Compass Wealth Solutions, an Indiana-based wealth management practice, with three financial professionals, that oversees USD221 million in total client assets.
Compass Wealth Solutions joins Advisor Group through its network member firm Woodbury Financial Services. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, SagePoint Financial and Triad Advisors.
Led by President and CEO Annette Alexander, a 21-year veteran of the wealth management industry, Compass Wealth Solutions also includes Wealth Advisor Tamra Kaufman and Registered Portfolio Design Director Brandon Mock, both of whom are licensed financial professionals, as well as Executive Service Director Paula Sibery and Client Service Associate Dylan Franks. The Portland, Ind.-based practice offers a range of wealth management services, including estate and retirement planning, education planning, insurance planning and tax planning.
Rick Fergesen, President and CEO of Woodbury Financial, says: “We are truly excited about bringing aboard Annette and her team of outstanding professionals. With their excellent track record of building strong, trusted relationships with clients, they embody the best that independent financial advisors can offer. We look forward to working with them closely to help them grow to their fullest potential.”
Alexander says that she and her team were attracted to Woodbury Financial and Advisor Group for its robust succession planning, digital marketing, cybersecurity and business coaching services, as well as Advisor Group’s sophisticated technology platform.
She adds: “Having run a thriving independent wealth management practice for more than 20 years, I know the importance of having great partners to support us as we strive to serve our clients better and grow our business. Woodbury Financial and Advisor Group meet and exceed all of our criteria when it comes to providing financial professionals the tools, platforms, services and guidance we need to truly thrive.”
Greg Cornick, Advisor Group’s President, Advice & Wealth Management, says: “On behalf of the entire Advisor Group network of firms, we congratulate Rick Fergesen and his team on the successful recruitment of Compass Wealth Solutions. These are exactly the sort of highly motivated, service-oriented professionals we enjoy collaborating with, and we are excited by the prospect of working shoulder-to-shoulder with them, now and for years to come. As always, we are in our financial professionals’ corner, and we relish the opportunity to foster their success.”