EverSource Adds Advisory Team in Jackson, Mississippi
Tara Miller Tara Miller

EverSource Adds Advisory Team in Jackson, Mississippi

EverSource Wealth Advisors welcomes Mississippi-based financial advisor Joseph Simpson who will lead the EverSource Jackson team with offices in Jackson and Oxford. A longtime Mississippi resident, Simpson has been serving clients across the state for more than 25 years with a focus on financial planning and asset protection.

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Newest Advisory Team Accentuates the EverSource Priority of Generosity
Tara Miller Tara Miller

Newest Advisory Team Accentuates the EverSource Priority of Generosity

EverSource Wealth Advisors® is pleased to welcome the Arizona-based Generous Wealth Advisors team to the EverSource platform, recognizing a shared vision for values-based impact in wealth management. Generous Wealth is led by Bill Stevens, CKA®, AIF®, who founded his current practice almost 20 years ago.

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EverSource Deepens Faith-Aligned Investing Capabilities
Tara Miller Tara Miller

EverSource Deepens Faith-Aligned Investing Capabilities

With extensive experience in faith-based and impact investing, Tim Macready has joined the EverSource platform as a financial advisor, where he will operate his practice as Brightlight. Macready is based in Denver, Colorado, serving clients across the United States.

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EverSource Multiplies Impact Through New Associate Program
Tara Miller Tara Miller

EverSource Multiplies Impact Through New Associate Program

Designed to recruit and train the next generation of advisors, the EverSource Associate Program brings in recent college graduates to learn the business and prepare to continue with existing EverSource Wealth Advisors® teams. EverSource is pleased to welcome the first two associates, Micah Darlington and Chase Boardman.

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EverSource Adds Nashville-Metro Firm, Extending Regional Presence in Tennessee
Tara Miller Tara Miller

EverSource Adds Nashville-Metro Firm, Extending Regional Presence in Tennessee

EverSource Wealth Advisors® is pleased to announce the addition of Howard Varnedoe, CFP®, to the growing network of EverSource advisors. Varnedoe is transitioning from his Franklin, Tennessee-based advisory practice, previously known as Charis Advisors Group, and will join the EverSource Total Support System platform as an EverSource advisor.

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Veteran Advisor Goes Indy with EverSource
Tara Miller Tara Miller

Veteran Advisor Goes Indy with EverSource

EverSource Wealth Advisors® is pleased to announce the addition of Micky Reeves, CFP®, to the EverSource platform. Reeves is opening EverSource’s Dallas, Texas-based advisory office having previously been at one the nation’s largest registered investment advisor (RIA) firms.

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EverSource Positions for Growth in Expanding Market for Virtual Administrative Assistants
Ed Hart Ed Hart

EverSource Positions for Growth in Expanding Market for Virtual Administrative Assistants

Subsidiary Consider It Done! Expands Executive Leadership Team

EverSource Wealth Advisors® welcomes Rhonda Lutzke as chief strategy officer (CSO) for Consider It Done! (CID), a wholly owned subsidiary operating as part of EverSource Advisor Services. This expansion of the leadership team for CID recognizes the significant growth in the arena of virtual administrative services.

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National Leader in Faith-Based Investing Transitions to EverSource
Ed Hart Ed Hart

National Leader in Faith-Based Investing Transitions to EverSource

EverSource Wealth Advisors® is pleased to announce that Rachel McDonough, CFP®, CKA®, has joined the EverSource platform. She is transitioning her Wisconsin-based practice from Ameriprise Financial and launching her new brand, Wealth Squared. With more than 18 years’ experience in wealth management, McDonough is a nationally recognized leader in the faith-based investing movement.

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EverSource Adds Wirehouse Breakaway Team
Ed Hart Ed Hart

EverSource Adds Wirehouse Breakaway Team

EverSource Wealth Advisors® Onboards Miller Wealth Management, Expanding Assets on the EverSource Platform to over $600mm

EverSource Wealth Advisors® is pleased to announce the addition of Miller Wealth Management, a financial advisory group previously affiliated with Merrill Lynch. EverSource and Miller Wealth Management, both located in Birmingham, serve clients across the nation.

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