MORRISTOWN, NJ, November 25, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country, announced the appointment of three new members to its Advisor Council, with the goal of leveraging their diverse expertise and insights to shape the firm’s vision, refine strategy, and drive innovation.
By participating in regular meetings, pilot programs and special projects alongside the leadership team, Council members provide key support to the firm’s ongoing efforts to deliver practical and competitive solutions that align with the unique needs of advisors. The Council is instrumental in advancing the firm’s mission to empower advisors and foster community by championing their perspectives and ensuring meaningful engagement.
With diverse skillsets and varying levels of experience, the members bring a wealth of expertise to their roles, each serving a two-year term. We are delighted to welcome the three newest members:
- Judy Esau – The Legacy Foundation
- Eric Freckman – Guillaume & Freckman
- Regina McCann Hess – Forge Wealth Management
They will join existing Advisor Council members:
- Annie Brinckman – Capital Planning Wealth Management
- Sara Botkin – Botkin Family Wealth Management
- Harold Laudien – Mercer Wealth Management
- Baba Oluyemi – Diversified Financial Consultants
- Brett Petersmark – Petersmark Financial Network
- Gary Sluck – Anchor Financial Associates
“I’m excited for the appointment of these three new council members with whom I’ve had the pleasure to work with over the last few years,” says Anne Mortera, Director of Advisor Growth & Engagement. “Each brings a wealth of expertise, experience, and insight that will strengthen our commitment to delivering exceptional service to our clients. Their guidance will play a pivotal role in shaping the future of our firm as we continue to grow and innovate in the financial services industry.”
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $35.2 billion in assets under management as of June 30, 2024, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.
* Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
###
Media Inquiries:
Laura Marvin
JConnelly
privateadvisorgroup@jconnelly.com
973 349 2959