SAN LUIS OBISPO, California, July 01, 2021– (COMMERCIAL THREAD)–Today, WealthSource Partners announced that it has welcomed Graham Marshall to the firm as an independent wealth advisor. Marshall has joined the firm’s advisor network and will continue to offer its comprehensive financial, retirement and estate planning services through the institutional-level platforms and resources provided by WealthSource. WealthSource now has 19 offices nationwide, has more than $ 1.7 billion in assets under management, with 32 financial advisors who support more than 1,700 families across the country.
Prior to joining WealthSource, Marshall worked as a business consultant at Raymond James in Fort Worth, Texas. Now a member of the WealthSource team, Marshall joins the company’s Dallas-Fort Worth hub, which gives him the freedom to operate as an independent financial advisor while offloading middle and back-office tasks, no. related to the customer. What sets Marshall apart is his perspective on asset allocation and portfolio construction; WealthSource enables it to implement its value-driven investment philosophy as part of the company’s investment strategies.
“The liner Carpathia arrived at the site where the Titanic had sunk two hours earlier and was able to save more than 700 passengers. I see myself as the Carpathia – saving today’s investors from the many icebergs that could potentially damage the sea. shell of their wallet and maybe even sink them “, mentionned Graham C. Marshall. “WealthSource’s multi-custodian approach and flexibility of investment offerings, in addition to its practice management, marketing and operational support, provide me with everything I need to grow my practice and continue. to serve those whom I am fortunate enough to call my friends, that is to say the customers. “
WealthSource has built a platform that serves as a welcome landing point for entrepreneurial advisers who are considering independence but don’t want to be a business owner. Advisors in the firm’s advisor network benefit from centralized practice management, dedicated internal marketing resources and coaching support, while also being free to spend more time serving clients and engaging prospects.
“We have the ambitious goal of creating a cutting-edge platform that enables our advisors to achieve desired results and growth on their terms” mentionned Jon Dubravac, Head of Business Development, WealthSource. “Consultants like Graham who have a passion for building strong relationships with clients and who we believe have their own unique differentiators are able to join a turnkey platform that allows them to do what they do. the best. We are honored to be the driving force behind Graham’s future. growth.”
WealthSource Partners is a national, independent, full-service investment advisory firm. The firm’s partnership-based independence platform is at the service of entrepreneurial advisers wishing to grow and do so on their own terms. Backed by an experienced practice management, marketing and operations team, WealthSource Partners allows advisors to focus on their niche and the unique elements of their practice. With the Advisor Platform Management Office (AdvisorPMO), WealthSource’s robust practice management and marketing platform, advisors can simplify their day-to-day lives and take off non-client activities to spend more time serving clients. customers and engage prospects. For more information on what WealthSource is building, please visit sourceriche.com or contact us at [email protected]
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Will Ruben, vice-president