SAN DIEGO, June 3, 2021 /PRNewswire/ -- Concurrent, a
partnership of elite independent advisors affiliated with Raymond
James Financial Services, Inc. (RJFS) (member FINRA/SIPC), has had
a robust start to its 2021 growth strategy with the addition of 10
new advisor partner teams entrusted with more than $1 billion in client assets.
"Even in the face of a global pandemic and disruption to the
American economy, we had a dynamic year for growth in 2020 and this
year is even stronger," said Kevin
McFarland, Founding
Partner, Concurrent. "As advisors have adapted
to new ways of doing business, our network has become a destination
of choice for top performing entrepreneurial-minded advisors."
The latest advisors to join the Concurrent network include:
Zach Yaklin, CFA® with
AUM of $213 million; formerly with
Wells Fargo Bank and based in San
Diego and Traverse, MI.
Michael Grover, CFP®,
Managing Partner, Grover Financial Group with AUM of $311 million; an existing Raymond James Financial
Services advisor and based in Modesto,
CA. The six-person team also includes Financial Advisors
Robert Powell, Justin Grover,
Eric Taylor, with support from
Jan Constable and Linda Carranza.
Thad Ortez, CFP®,
AWMA®, also an existing Raymond
James advisor in the Modesto,
CA area, with AUM of $65
million.
Randy Sauer, CRPC®,
Sauer Wealth Management with AUM $191.8
million; formerly with Wells Fargo Advisors and based in
Pittsburg, KS, supported by
Kallee Tucker. This is the first
Kansas-based team to join the
Concurrent network.
Vikki Ciotti with AUM of
$65.6 million; formerly with Wells
Fargo Advisors, based in Sarasota,
FL, and supported by Rona
Powers.
Clint Tighe and Rob Broome with AUM of $90 million; both formerly with Wells Fargo
Advisors have joined Winter Park Wealth Group based in Winter Park, FL.
Jason Fernandez, with AUM of
$56.5 million and formerly with Wells
Fargo Advisors joined Wealth Partners Alliance in Dallas, TX.
Warren Bowman in St. Petersburg, FL joins from Wells Fargo
Advisors with $80 million in AUM.
Michael Cox and Nic Manns, who join from Wells Fargo Advisors
with AUM of $100 million, will be
operating as the Cox Private Wealth Management Group in New Port
Ritchey, FL.
George Hoos, formerly with Morgan
Stanley is a solo advisor in Sarasota,
FL with $90 million in
AUM.
"It is extremely gratifying that so many outstanding advisors
have chosen our business model, which combines independence with
the operational support and extensive resources of a larger
network," Mike Hlavek, Founding
Partner, Concurrent added. "We look forward to
working with all of our new partners to grow their businesses and
our network, and helping them give their clients the best service
possible."
About Concurrent
Concurrent (concurrentadvisors.com)
is an advisor-owned partnership of elite independent organizations
working together to realize a common vision of creating a superior
client experience while growing their own practices.
Headquartered in San Diego,
Concurrent was founded in 2016 and currently serves 125 advisors in
55 offices with over $11.5 billion in
assets under management (AUM) and approximately $12 billion under advisement (as of 5/15/2021).
Drawing upon their individual and unified strengths, our financial
advisors leverage their collective scale to provide an attractive
value proposition to both clients and other independent-minded
advisors in a highly competitive and constantly evolving wealth
management landscape.
Concurrent and its network of advisor teams are not registered
broker/dealers or registered investment advisers. Concurrent's
network of financial advisors are registered representatives of
Raymond James Financial Services, Inc.
About Raymond James Financial Services
Raymond James
Financial Services, Inc. is a financial services firm supporting
independent financial advisors nationwide. Since 1974, Raymond
James Financial Services Inc., member FINRA/SIPC, has provided a
wide range of investment and wealth planning related services
through its affiliate, Raymond James
& Associates, Inc., member New York Stock Exchange/SIPC. Both
broker/dealers are wholly owned subsidiaries of Raymond James
Financial, Inc. (NYSE-RJF) a leading diversified financial services
company with approximately 8,300 financial advisors throughout
the United States, Canada and overseas. Total client assets are
$1.09 trillion. Investment advisory
services offered through Raymond James Financial Services Advisors,
Inc.
CONTACT:
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Lisa
Aldape
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JConnelly
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973 525
6550
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laldape@jconnelly.com
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SOURCE Concurrent