Assets Under Management AUM

Competitor welcomes ten teams of partner advisors with more than $ 1 billion in assets

SAN DIEGO, June 3, 2021 / PRNewswire / – Competitor, an elite independent advisor partnership affiliated with Raymond James Financial Services, Inc. (RJFS) (FINRA / SIPC member), got off to a solid start to its 2021 growth strategy with the addition of 10 new partner advisers. teams responsible for more than $ 1 billion in client assets.

“Even in the face of a global pandemic and disruption to the US economy, we have had a dynamic year for growth in 2020 and this year is even stronger,” said Kevin McFarland, founding partner, Competitor. “As advisors have adapted to new ways of doing business, our network has become a destination of choice for top performing, entrepreneurial advisors.

The latest advisers to join the Concurrent network are:

Zach Yaklin, CFA® with AUM of $ 213 million; formerly at Wells Fargo Bank and based in San Diego and Traverse, MI.

Michael grover, CFP®, Managing Partner, Grover Financial Group with an AUM of $ 311 million; an existing advisor from Raymond James Financial Services and based in Modesto, California. The six-person team also includes financial advisers Robert Powell, Justin grover, Eric Taylor, with the support of Jan Constable and Linda carranza.

Thad Ortez, CFP®, AWMA®, also an existing Raymond James advise in the Modesto, California zone, with AUM of $ 65 million.

Randy Sauer, CRPC®, Sauer Wealth Management with AUM $ 191.8 million; formerly at Wells Fargo Advisors and based in Pittsburgh, KS, supported by Kallee tucker. It’s the first Kansasbased team to join the Concurrent network.

Vikki ciotti with AUM of $ 65.6 million; formerly at Wells Fargo Advisors, based in Sarasota, Florida, and supported by Powers of Rona.

Clint Tighe and Rob broome with AUM of $ 90 million; both previously at Wells Fargo Advisors joined Winter Park Wealth Group based in Winter Park, Florida.

Jason fernandez, with assets under management of $ 56.5 million and formerly at Wells Fargo Advisors joined Wealth Partners Alliance in Dallas, Texas.

Warren bowman in St. Petersburg, Florida joins Wells Fargo Advisors with $ 80 million in AUM.

Michael cox and Nic Manns, who join Wells Fargo Advisors with AUMs from $ 100 million, will operate as Cox Private Wealth Management Group in New Port Ritchey, Florida.

George hoos, formerly at Morgan Stanley is a solo consultant in Sarasota, Florida with $ 90 million in AUM.

“It is extremely gratifying that so many exceptional advisors have chosen our business model, which combines independence with the operational support and extensive resources of a larger network,” Mike Hlavek, Founding partner, Competitor added. “We look forward to working with all of our new partners to grow their business and our network, and help them provide their customers with the best possible service. ”

About simultaneity
Concurrent ( is a partnership owned by advisors from elite independent organizations working together to achieve a common vision of creating a superior customer experience while developing their own practices.

Based at San Diego, Concurrent was founded in 2016 and currently serves 125 advisors in 55 offices with more than $ 11.5 billion in assets under management (AUM) and approximately $ 12 billion under advisement (as of 5/15/2021). Leveraging their individual and unified strengths, our financial advisors leverage their collective scale to deliver an compelling value proposition to clients and other independent advisors in a highly competitive and ever-changing wealth management landscape.

Competitor and its network of advisory teams are not registered brokers / dealers or registered investment advisers. Competitor’s network of financial advisors is made up of registered representatives of Raymond James Financial Services, Inc.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services company that supports independent financial advisers nationwide. Since 1974, Raymond James Financial Services Inc., a FINRA / SIPC member, has offered a wide range of services related to investment and wealth planning through its subsidiary, Raymond James & Associates, Inc., member of the New York Stock Exchange / SIPC. Both brokers / dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,300 financial advisors across United States, Canada and overseas. Total client assets are $ 1.09 trillion. Investment advisory services offered by Raymond James Financial Services Advisors, Inc.

SOURCE Simultaneous

Related links

Comment here

placeholder="Your Comment">