PHOENIX, Jan. 26, 2022 /PRNewswire/ — Advisor Group, the nation’s largest community of impartial prosperity administration corporations, now announced it correctly recruited Matt Feehan and Jon Shore, two economical advisors from Wells Fargo with shopper property totaling more than $186 million to its network.
Both equally Mr. Feehan and Mr. Shore join Advisor Team as a result of the firm’s subsidiary Royal Alliance Associates based mostly in Jersey Town, N.J., and Revolutionary Economic Group, an OSJ based in Nashville, Tenn., with 185 affiliated fiscal pros and more than $10 billion in property underneath administration.
Equally Mr. Feehan and Mr. Shore join Advisor Group through the firm’s subsidiary Royal Alliance Associates centered in Jersey Metropolis, NJ. Advisor Group’s network also consists of FSC Securities, Securities The us, SagePoint Fiscal, Triad Advisors and Woodbury Economical Services.
Dmitry Goldin, President and CEO of Royal Alliance, mentioned, “I am incredibly happy to welcome Jon and Matt to the Advisor Team and Royal Alliance relatives. Economic advisors on the lookout to speed up their organic and natural advancement are turning to our agency for the resources and skills they have to have to provide holistic prosperity administration and economical organizing solutions so that their shoppers can attain their targets. We’re excited to aid Jon and Matt take their small business to the following degree.”
In signing up for Modern Financial Team, Mr. Feehan and Mr. Shore will also have obtain to the firm’s romance-driven, advisor-concentrated platform and supervision.
Mr. Feehan, who specializes in expert credit card debt administration tactic and complete fee-based mostly wealth administration, such as stocks, bonds, ETFs and mutual money, explained of his joining Advisor Team, “I get a real feeling that this corporation I am now portion of, essentially cares about me and my customers.”
Mr. Shore, who specializes in financial, estate, and retirement setting up and consulting products and services, mentioned, “I put my faith in Advisor Team and their commitment to partnering with advisors to aid in their apply not limit how they want to serve their purchasers.”
Greg Cornick, Advisor Group’s President of Assistance & Wealth Management, said, “We’re thrilled to bring aboard two pros with the experience of Matt Feehan and Jon Shore, who have a proven observe file for offering their purchasers with fantastic provider and steerage. We are dedicated to their success and will keep on to invest in tools and alternatives to help them increase.”
About Royal Alliance Associates
Royal Alliance Associates is 1 of the nation’s top prosperity administration companies, and has been serving to fiscal industry experts for around 50 many years. RAA combines strength, services, and aid to assistance ensure that financial gurus are perfectly-positioned to fulfill the wants of their clients while developing lengthy-term, sustainable practices.
About Advisor Team
Advisor Group, Inc. is the nation’s largest network of impartial prosperity administration firms, serving around 10,100 economic advisors and overseeing more than $475 billion in consumer belongings. The business is mission-driven to guidance the strategic job that advisors can engage in in the life of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of money advisors and is committed to staying in their corner every single move of the way. For more information and facts check out https://www.advisorgroup.com.
Securities and financial investment advisory solutions are offered by the companies: FSC Securities Company, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., Triad Advisors, LLC, and Woodbury Monetary Products and services, Inc., broker-sellers, registered financial investment advisers, and users of FINRA and SIPC. Securities are made available via Securities The usa, Inc., a broker-supplier and member of FINRA and SIPC. Advisory solutions are made available via Arbor Place Advisors, LLC, Ladenburg Thalmann Asset Administration, Inc., Securities The usa Advisors, Inc., and Triad Hybrid Methods, LLC, registered financial investment advisers. Advisory systems supplied by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Economical, Inc., and Woodbury Economic Expert services, Inc., are sponsored by Eyesight2020 Prosperity Administration Corp., an affiliated registered investment decision adviser. Advisor Team, Inc. is an affiliate of these firms. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379.
Joseph Kuo / Donald Cutler
Haven Tower Group
[email protected] or [email protected]
424 317 4851 or (424) 317-4864
Resource Advisor Team