Two great gentlemen that I’m pleased to call colleagues! Thank you for your service!

What is outwardly considered a “successful” small RIA?

Join Wally Szczerbiak and I for the second half from MSG as the #Knicks look to come back on the #Suns (we also called the first half) on @ESPNNY98_7FM and the ESPN NY app.

Congrats to Janet Levaux and all ThinkAdvisor Luminaries! We had an amazing time last night and were honored to be finalists in 3 categories. privateadvisorgroup.com/news/2023-lumi…

If you’re looking for joy this holiday season, look no further than WealthSuite, Private Advisor Group’s exclusive investment management platform. Learn more at privateadvisorgroup.com/who-we-serve/i…

My colleagues spread some Christmas cheer with a funny poem on our WealthSuite offering!

#ETFModelPortfolios stat of the day: “98% of advisors reported investment management as a key benefit as a result of outsourcing—including greater oversight of portfolios” - Source: AssetMark: Impact of Outsourcing

Drake Financial Services, led by Robert Drake, has joined PrivateAdvisorGroup! With 30+ years of expertise and $100M+ AUM, they bring a holistic wealth management approach. Our solutions and cutting-edge tech will fuel their growth. Welcome to the family! 🤝shorturl.at/disuU

PrivateAdvisorGroup Fantastic to have such a wonderful team join our community!

Thrilled to have Bob and his team choose to affiliate their firm with ours!

Abby Salameh kicks off Technology Tools for Today Conference with a full agenda Abby salameh #T32024

Y’all remember when Isaiah Stewart tried to save this baby that was crawling on the court but they wouldn’t let him? 😂

Did you know that over 60% of adults worldwide lack basic financial literacy skills? 📉 Financial knowledge is power!   Let's inform, inspire, and empower our community.  Together, we can build a future where everyone feels confident managing their finances.

Happy National Superhero Day! While we may not wear capes, at Monarch Wealth Management, we believe everyone has the potential to be a financial superhero. ‍Ready to unleash your financial superpowers? We can help you craft a personalized financial plan to achieve your goals.

Great time with Verne and @RickyRedtail Two people who know a ton about and have a lot of affection for financial advisors!

And the best colleagues in the business!

More options. Lower pricing. 🚀 WealthSuite just got a major upgrade with new strategists like LoCorr Funds and State Street Global Advisors. Catch the latest! privateadvisorgroup.com/news/private-a…

We are thrilled to be adding more great partners!

I’m very proud to be associated with this group!