With over 20 years of #WealthManagement experience, Stephanie Bragg plays a crucial role in supporting Elevation Point’s leadership team. She has joined us as Executive Assistant. Her expertise lies in managing daily leadership operations and acting as a liaison and resource for Financial Advisors and their teams so they can provide the best client experience. Beyond the office, Stephanie enjoys playing tennis, exploring hiking trails, and traveling. Her standard of excellence makes her an invaluable asset to our team. Join us in welcoming Stephanie to Elevation Point! #HereWeGrowAgain #ElevationPointTeam
关于我们
Built as a strategic partner to high performing teams, we collaborate with advisors ready to leave the wirehouses and existing independent RIAs ready to embrace growth. We’ve brought the right people, technology, resources and experience together to create an exclusive advisor community aimed at accelerating business growth. Our Purpose We stand apart in our field, having developed a model that is designed from the ground up to align perfectly with our partners’ aspirations, and to furnish a tailored, dynamic plan that seeks to propel growth and momentum. Why Partner with Us? Elevation Point embodies a strategic partner unlike any other, aligning seamlessly through: ? Strategic investment and inorganic growth strategies ? Thorough business and succession planning ? Strategic experience paired with crucial capital and bespoke solutions ? Access to invaluable connections and boutique investment opportunities Our ethos is centered around you maintaining control while navigating your path to independence, growth, and succession. Whether you’re an advisor seeking to establish your own firm, or aiming to escalate your practice, Elevation Point offers the strategic partnership, technology, and support tailored just for you. How to Get Started with Elevation Point We welcome independent advisors who share our passion for innovation, collaboration, and unparalleled success. Our community is always expanding, and we are constantly searching for like-minded individuals and firms to join us on this journey of elevation. Reach out to us today. https://elevationpoint.com The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.
- 网站
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https://elevationpoint.com
Elevation Point的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Minneapolis，Minnesota
- 类型
- 私人持股
地点
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主要
获取路线
8500 Normandale Lake Blvd
1900
US，Minnesota，Minneapolis，55437
Elevation Point员工
动态
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Committed to excellence and transparency, we provide the freedom, resources, and?collaborative culture?to help advisors successfully build and radically grow their own businesses. Your path, your potential, our partnership. Ready to accelerate? https://lnkd.in/ghpKR5sM #ElevationPoint #AdvisorSupport #Independence
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Leader, Speaker, Investor, Entrepreneur and Wealth Management Executive- Founding Partner and CEO Elevation Point
Exciting week at Elevation Point as we continue to welcome top tier talent to our growing team. Their expertise will help drive even greater success for the independent advisors we partner with. The future is bright!! #HereWeGrowAgain
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Elevation Point, the rapidly growing wealth management firm focused on supporting independent RIAs, has announced the appointment of Caitlin Douglas as its new Chief Operating Officer. With nearly 20 years of industry experience, Douglas joins from Dynasty Financial Partners, where she was the Managing Director of Transition Services and co-head of service. https://hubs.la/Q02RHcdC0
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Empowering advisors with resources to #thrive. Ready to #accelerate? https://lnkd.in/gWZeamCB #ElevationPoint #AdvisorSupport
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"Caitlin Douglas is renowned in the industry for her deep understanding of the needs of advisors seeking to transition and thrive in independence," CEO Jim Dickson shared with Citywire. "She recognizes the gravity of this life-changing decision, and the meticulous due diligence required to develop truly value-aligned partnerships during the journey." More about our recent announcement: https://lnkd.in/g-9GAHuD #HereWeGrowAgain #ElevationPoint #AdvisorSupport #IndependentAdvisor
Dynasty exec departs for Dickson’s Elevation Point
citywire.com
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Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.
Jim Dickson's Elevation Point Hires Dynasty Exec as New COO
wealthmanagement.com
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We’re excited to welcome Caitlin Douglas as our new COO and Founding Partner! With nearly two decades of financial industry experience, Caitlin joins us from Dynasty Financial Partners, where she led transition services and co-headed service. We’re thrilled to have her expert leadership as we continue to empower advisors. When she’s not driving success in the financial world, Caitlin enjoys spending time with her family on the lacrosse field, coaching and cheering on her son with Team 91 Maryland. Welcome, Caitlin! #HereWeGrowAgain #ElevationPoint #Independence
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Growth can mean different things for every advisor. We're curious, what’s your biggest focus area right now? Vote below and let’s discuss strategies that can help you overcome these challenges! Ready to accelerate? elevationpoint.com #AdvisorSupport #ElevationPoint
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"Aligning interests allows us at Elevation Point to focus on helping advisors (you) grow your business and bringing together the best solutions, #technology, and experts to serve you and your clients." Founding Partner and Head of Corp Dev Duke Schillaci shares in our recent blog post. Elevate your inbox with Thought Leadership: https://lnkd.in/gepuYMAf #AdvisorSupport #ElevationPoint #InterestAlignment
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