Advisor Group Recruits Four Advisors From North Carolina And Virginia To Capitol Financial Solutions, An Affiliate Of Its Subsidiary Royal Alliance
Advisor Group announced four advisors from Securian Financial Services joined Capitol Financial Solutions, one of the largest affiliates of Advisor Group’s subsidiary Royal Alliance. The advisors – John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner – bring $410 million in client assets.
“Capitol Financial Solutions has access to industry-leading software, powerful in-house marketing and practice management support, and a strong, compatible culture. We were also impressed by their substantial scale and resources,” said Steve Tanner, who is based in Virginia. Tanner has 26 years of experience and focuses on building wealth and enduring legacies for communities, families and businesses.
Capitol’s President & CEO, Robert Turner, said, “From the very beginning, it was clear this team focused on what would be best for their clients. We knew our unique service model would add efficiencies and allow them to spend more time building client relationships. Add in Advisor Group’s innovative technology and support, and we had the exact combination they were looking for to grow their business.”
With over 20 years’ experience, Raleigh, North Carolina-based John Amendola specializes in financial planning, investment advice, tax reduction and business development, working with individuals, companies and entrepreneurs.
Eric Owen, based in Virginia, specializes in risk management, employee benefits, wealth management and business succession strategies, and has over 22 years of experience. Also based in Virginia, Michael Pugh works with individuals, businesses, business owners and executives to support business succession, investment management, employee benefits, social security, long-term care, estate planning, retirement and distribution planning. Pugh has 24 years of experience.
Advisor Group’s President, Advice & Wealth Management, Greg Cornick, said, “It’s my pleasure to welcome John, Eric, Michael and Steve to the firm. In our discussions, they cited Advisor Group’s commitment to servicing clients, as well as our organizational efficiency and operational talent, as reasons for making the move.”
Cornick concluded, “I congratulate Robert and his team at Capitol Financial Solutions, as they continue to grow their firm as a wealth management powerhouse in the mid-Atlantic region.”
Serving approximately 11,000 advisors, Advisor Group recently hired former Dynasty Co-Founder and COO, Edward C. Swenson, to lead its hybrid and RIA channel as the firm restructures around three channels: RIAs, independent advisors and financial institutions. The firm recently recruited Delich Wealth Management from RBC Wealth Management and Silverberg Wealth Management from Cetera.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.