Tag Archives: wealth management firm

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

"We're delighted to have Gary join us during this pivotal time of growth for the firm," said Jeff Dobyns, President of Southwestern Investment Group. "Gary's professionalism, deep insight, and track record of success speaks for itself. We're excited to have him on board to help us continue our mission and to help steer and execute our strategic vision."

"Gary is an innovative, experienced, and professional operations executive who brings a wealth of experience to this critical role," said Matt Brinker, Manager Partner with Merchant Investment Management, a minority investor in Southwestern Investment Group. "His clear vision and deep understanding of the industry is well suited to the firm, and we're very excited to have him on board."

Previously, Gary was a founder and Chief Operating Officer of Avalon Advisors, a Houston-based RIA founded in 2001, where he oversaw its growth in AUM from $450 million with 10 employees to $9 billion in AUM and 72 employees serving 550 client families. While at Avalon, he was responsible for all technology, cybersecurity, operational, and administrative areas and has extensive experience in both compliance and finance.

"I couldn't be more honored to join such an esteemed organization as Southwestern Investment Group, said Bonner. "Jeff and his leadership team have done an outstanding job growing the firm and keeping a laser focus on delivering exceptional client service. The firm's commitment to its people, clients, business partners, and the broader community is embedded in the culture and is what sets the firm apart."

Gary is an active board and committee member within the RIA community, contributing to industry-related articles and serving as a panelist at industry conferences. He has also served in voluntary leadership roles with two Houston-based charities focused on children. Gary received his BA in Economics with a minor in Finance from Texas A&M University.

Southwestern Investment Group is a family of advisors that takes an integrated approach to wealth management and believes in a purpose bigger than itself. The company's core values serve as further proof that success can be achieved by cultivating a culture of appreciation. For more information about Southwestern Investment Group, visit swinvestmentgroup.com or call 615-861-6100.

About Southwestern Investment Group:

As of 3/31/2022, Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a smaller organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. 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 8,500 financial advisors throughout the United States, Canada, and overseas. Total client assets are $1.26 trillion. Additional information is available at raymondjames.com.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker-dealer and is independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states.

Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

Related link: https://www.swinvestmentgroup.com/

Del Monte Group Launches A Place of Possibility™ Podcast Series Exploring the World of Wealth Management beyond Money

ALAMO, Calif. /ScoopCloud/ -- Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of "A Place of Possibility" podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.

"A Place of Possibility" was developed as a new avenue to educate clients and prospects while exploring some of today's most important issues and evolutions that span the financial industry. Richard and Angela dish up actionable guidance that helps listeners take necessary steps to live more of the life they want to live, starting now.

"When it comes to wealth management, there is always a smarter, more unique approach that can be built and tailored for clients based on their lives and their goals," said Del Monte. "People get so hyped about breaking news and the next best product or one-off strategies that they just get stuck, and they aren't optimizing for their life or their financial wellness.

"You can reach all of your goals. You can keep, grow, and enjoy your money. I'm excited for the opportunity that Angela and I have to bring thought-provoking discussions to the airwaves. I can guarantee we will be opening your eyes to moments you didn't even know were possible to plan for a life truly well lived."

"I couldn't agree more with Richard because, at Del Monte Group, we are committed to ensuring our clients are empowered and flourishing at every turning point in life," said Wright. "With the addition of 'A Place of Possibility,' we aim to give listeners a nuanced perspective on topics that affect everyone at one point in time or another. Today, with the constant evolution in the financial industry, people need an incisive perspective, and that's our goal."

Upcoming "A Place of Possibility" episodes include:

Podcast Episode #01: How to Retire on a Lump Sum

Podcast Episode #02: Why Should I Invest in Real Estate?

Podcast Episode #03: Roth IRA: How to Build a Tax-Free Retirement

Podcast Episode #04: Biden's Tax Plan: What's Proposed, Enacted, and How to Plan

Podcast Episode #05: Retirement Plan Options for Small Businesses

Each "A Place of Possibility" episode will run about 30 minutes long, and the show will run bimonthly after the initial five-episode launch. "A Place of Possibility" is set to launch on August 24 and will be available to listen to on Apple Podcasts https://podcasts.apple.com/us/podcast/a-place-of-possibility/id1581872949.

About Del Monte Group:

Since 1985, Del Monte Group (DMG) has been helping individuals, families, and closely held businesses solve complex problems involving financial, tax, and estate concerns with unique integrated wealth management approaches. No, we're not your typical investment management firm that's here to talk only about how you're going to retire. At DMG, we dig in to understand what money really means to you for long-term success, and how we can take immediate action to help you live more of the life you want. We are your partners in money, life, and beyond, because your wants and needs always come first, even if they aren't directly related to money or finances. If you're struggling or need help, we're here for you with the answers you need. It's time for you to feel secure, confident, and find peace of mind - a true Place of Possibility.

For more information, visit: https://aplaceofpossibility.com

About A Place of Possibility:

For decades, Richard Del Monte and Angela Wright have been unpacking creative strategies to help clients understand how to make the most of their financial resources. To Richard and Angela, A Place of Possibility means assisting clients in making all your goals a reality - even if sometimes they aren't money-related. Now they are taking their expertise to the next level by bringing these out-of-the-box solutions straight to a streaming service near you. Tapping into decades of experience in the finance and business sectors, Richard and Angela will tackle timely topics and connect with like-minded industry professionals to educate, inform, and help you actually take the necessary steps to live more of the life you want to live today, tomorrow, and for the rest of your lifetime. It's time to find more than just wealth management. It's time to find your Place of Possibility.

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Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of "A Place of Possibility" podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.

Related link: https://aplaceofpossibility.com/

Luma Wealth Has Formed an Advisory Council

CLEVELAND, Ohio /ScoopCloud/ -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Council members, who are thought leaders in their respective industries, have been selected to provide their views and perspectives. They will meet quarterly to help the firm continue to enhance its offerings, improve its client service, and develop strategic partnerships.

In addition to Heather R. Ettinger, Founder and CEO of Luma Wealth, council members include:

* Cassidy Blackwell, Director of International Communications for Airbnb, is experienced in empowering women and underrepresented communities

* Dr. Nicola Finley, a board-certified internal medicine physician and lecturer, has a passion for women's health topics and health equity

* Kate Healy, NextGen Advocate, focuses on advocacy for sustainability issues facing the financial planning profession

* Jenn Kenning, CEO & Co-Founder of Align, has expertise in the impact sector

* Anne Richie, Managing Director at The Mezzanine Fund, has extensive experience helping companies grow

According to Kenneth J. Coleman, Luma Wealth's president, "This talented and diverse group shares Luma Wealth's vision for empowering women and can help guide our focus on women's overall wellness." Heather Ettinger adds, "I look forward to the dialogue we will share as we continue to implement Luma Wealth's mission across the country."

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit: https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, Hightower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. For more information, visit https://hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

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*PHOTO link for media: https://www.Send2Press.com/300dpi/21-0517s2p-luma-council-300dpi.jpg

*PHOTO CAPTION: Top (L-R): Cassidy Blackwell, Dr. Nicola Finley, Kate Healy; Bottom (L-R): Jenn Kenning, Anne Richie

Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Related link: http://lumawealth.com/