Hornor, Townsend & Kent

Welcoming Brandon Mann - check out the press release by Penn Mutual if you haven't seen it! Penn Mutual Press Releases:??https://lnkd.in/gfR9u4QV

Why Streamside Wealth Chose 1847Financial & Hornor, Townsend & Kent: For Jonathan Rains, Drew Babb, CFP?and Bryce Hefner, CFP?, the move to 1847Financial and HTK was about freedom, growth and support. ????Independence + Top-Tier Resources ??? Cutting-Edge Tech for Better Client Service ??? A Collaborative, Problem-Solving Culture Thinking about a transition? Their advice: Focus on what matters, leverage support and build the right team. Read their story here: https://lnkd.in/ewaiBGJe #FinancialAdvisors #Growth #Independence

Please join us in welcoming Lori Bogatz to HTK and 1847Financial! As AVP of BD/RIA Operations, Lori will lead our BD/RIA operations teams, focusing on delivering top-tier service, streamlining processing, and leveraging technology to empower our financial professionals. With 25+ years of experience in the financial services industry and a successful track record in driving operational excellence, Lori is ready to make an impact. Welcome to the team, Lori! To learn more about Lori, read her story here: https://lnkd.in/eg8j46fM

We’re thrilled to welcome Brandon Mann as the new Managing Principal for our Utah/Arizona firm! Brandon brings over 20 years of financial industry experience, a passion for leadership and a commitment to helping financial professionals and their clients succeed. Learn more about Brandon’s impressive background in our latest blog. Welcome to the team, Brandon!?Read more here: bit.ly/4jjyY3H

U.S. stock markets will be closed on Thursday, January 9 in observance of a National Day of Mourning for former President Jimmy Carter. While our offices will be open on January 9, HTK will not process any insurance, investment or bank transactions. HTK will resume normal business processing on Friday, January 10. For BNY Pershing accounts on January 9, the bond market will close at 2 p.m. ET and the equity markets will be closed all day with any orders received to be executed on January 10.

The?Marketing?Elves?outdid?themselves!?Our?team?gift?exchange?was?filled?with?creativity,?laughter?and?a?whole?lot?of?holiday?cheer.?It's?always?a?joy?to?celebrate?the?amazing?people?who?make?every?day?brighter?with?their?hard?work?and?camaraderie. To?all?the?incredible?financial?professionals?we?work?with:?thank?you?for?a?fantastic?year.?Your?dedication?inspires?us?daily?and?we’re?so?grateful?to?support?you?in?your?journey.?Here’s?to?an?even?brighter?2025!?Wishing?you?all?a?happy,?healthy?and?successful?New?Year! Thank you from YOUR 1847Financial Marketing Team. Julie Mullarkey, Alyse Engel, Steve Hasson, Amy Provezis, Rich Galzarano, Brittany White, Lily Winn. Amy Stoffer, Jack Gunshenan! #ThankYou? #HappyNewYear Hornor, Townsend & Kent Penn Mutual

Exciting trip for the McGrath Family - visiting the NYSE and a great TV appearance during the opening bell! #1847FinancialAndHTK #BetterTogether #RingTheBell

We are pleased to welcome Susanne Denby to 1847Financial | HTK! Susanne will serve as HTK's AVP of Supervision and Suitability. With over 25 years of experience, we are excited to have her as an asset for our organization and registered financial professionals. Susanne shared some thoughts on joining our team, "I look forward to working with the HTK Supervision Team as we support and partner with our financial professionals and colleagues to achieve our goals and celebrate our successes along the way." Please join us in welcoming Susanne to 1847Financial and HTK!

Exciting sneak preview today with over 100+ attendees that will streamline their annuity business through our new Annuity Order Entry through FIRELIGHT / Hexure. #EasyToDoBusiness #1847FinancialAndHTK #BetterTogether

Last month financial professionals and home office employees with HTK and 1847Financial gathered in Philadelphia for the HTK Discover24 conference. The biannual conference was a great opportunity to connect on our shared priorities and talk through the steps we’re taking to continually elevate HTK as a best-in-class broker dealer. The packed agenda ensured ample opportunity for education, engagement, interaction and collaboration throughout the conference. We are encouraged by the number of attendees who joined us and excited to build on this experience for future events. Read the news story on HTK.com for more details from Discover24:?bit.ly/3YqeGvJ