Women Financial Professionals Continue to Choose Advisor Group
Mary Brimer and Patty Curran Join SagePoint, Advisor Group
Advisor Group Inc., the nation's largest network of independent wealth management firms, and SagePoint Financial are pleased to announce the addition of Mary Brimer and Patty Curran to its platform.
With a combined $70 million in AUA, Patty and Mary have strategically aligned with Brian S. Falconer, LUTCF and his OSJ Wealth Management Resource Group . Brian recently joined Advisor Group and has already proven to be an asset.
Patty and Mary decided to join Wealth Management Resource Group due to their access to dedicated marketing consultants and programs and business coaching services. They were both interested in finding a collaborative team to better support and serve their clients.
Kristen Kimmell , Executive Vice President of Business Development, said, “We are delighted to welcome Mary and Patty to Advisor Group . Their passion for supporting women entrepreneurs aligns perfectly with our mission to empower entrepreneurial financial professionals to fulfill their clients’ dreams and build amazing businesses.”
With an impressive over 35 years of combined experience in the financial services industry, Mary and Patty have dedicated their careers to helping entrepreneurs and women strengthen their relationships with money. Advisor Group, SagePoint Financial, and Wealth Management Resource Group look forward to supporting their continued success.
About SagePoint Financial
SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States. Headquartered in Phoenix, Arizona, SagePoint supports approximately 1,304 financial professionals with state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.
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About Advisor Group, Inc.
Advisor Group, a portfolio company of Reverence Capital Partners, is the nation's largest network of independent wealth management firms, serving approximately 9,700 financial professionals and overseeing approximately $515 billion in client assets*. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial professionals and is committed to being in their corner every step of the way. For more information, visit https://www.advisorgroup.com.
Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
? Advisor Group ? 20 E. Thomas Rd., Suite 2000 ? Phoenix, AZ 85012 ? 866-481-0379 ? advisorgroup.com
*Based on end-of-year 2021 data
Media Inquiries
Joseph Kuo / Donald Cutler
Haven Tower Group
424 317 4851 or 424 317 4864
Business Development Manager at Osaic
2 年Welcome to Advisor Group!
Have a great and prosperous day!
2 年Welcome Mary and Patty. You're with a great group!