$400M-AUM Practice in Northern Virginia Completes Transition to EverSource
The nine-member team of Clarion Wealth Management Partners in Fairfax, Virginia, has finalized its onboarding to the EverSource Wealth Advisors® platform as an EverSource team. Led by Founder and President David W. Young, III, CEP®, RFP®, AIF®, Clarion serves more than 400 households with nearly $400M in assets under management.
Addition of Missouri Practice Takes EverSource into 15th State
EverSource Wealth Advisors® is pleased to introduce Samantha Compton as a Senior Financial Advisor. Based in Kansas City, Missouri, Compton has served clients for more than 10 years. She has moved her practice, Insight Wealth, to the EverSource platform as an EverSource team.
20-Year Practice in Northern Virginia Joins EverSource
The nine-member team of Clarion Wealth Management Partners in Fairfax, Virginia, has moved investment management and operational support to the EverSource Wealth Advisors® platform as an EverSource team. Clarion has been in business for 20 years, led by Founder and President David W. Young, III, CEP®, RFP®, AIF®. The practice serves more than 400 households.
EverSource Expands Florida Advisory Presence in a Top US Growth Area
EverSource Wealth Advisors® welcomes Brandi Lobato, CFP®, as a Wealth Management Advisor. Based in Boca Raton, Florida, Lobato operates her advisory practice as Cornerstone 360 Advisors.
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.
EverSource Expands Reach in Thriving Texas Locale
EverSource Wealth Advisors® welcomes two new advisors in greater Dallas, Texas, the fastest-growing metro area in the United States according to the most recent census data.
Multi-Advisor RIA Firm Moves to EverSource Asset Management Platform
EverSource Wealth Advisors® is pleased to announce that Bare Wealth Advisors in Gap, Pennsylvania, has transitioned investment operations to the EverSource platform.
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.
Onboarding of New Advisory Team Expands EverSource Presence to the Northwest
EverSource Wealth Advisors® welcomes the team of veteran advisor Kevin Grady, CFP®, CKA®, CLU®, ChFC®, operating as Grady Financial Network, based in Spokane Valley, Washington.
EverSource Launches Jacksonville, Florida, Office
EverSource Wealth Advisors welcomes Jamie VandenHeuvel and Travis Hodge , launching EverSource’s Jacksonville, Florida, office.
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.
EverSource Adds Florida Team, Now Serves Advisors in10 States
EverSource Wealth Advisors® welcomes the Reinhold Financial team, based in Orlando, Florida.
With Expansion to Arizona, EverSource Now Serves Advisors in Nine States
EverSource Wealth Advisors® is pleased to announce the CenterPoint Strategies team, based in Scottsdale, Arizona, has transitioned its operations to the EverSource platform.
EverSource Now Operating in Washington, DC, Metro Region
EverSource Wealth Advisors® welcomes Endel Liias as a financial advisor, doing business as Nexus Impact Advisors. Liias’s practice is based in Arlington, Virginia, part of the Washington metropolitan region.
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.
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.
National Ranking Recognizes EverSource as Second Fastest-Growing RIA
EverSource Wealth Advisors® was recently named by RIA Channel as number two in its annual list of “Top 50 Wealth Managers by Growth.” With 15 advisors, EverSource now manages $1.19B in total assets.
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.
UBS Financial Advisor Transitions Knoxville Practice
EverSource Wealth Advisors® is pleased to announce that Jim Darlington, CFP®, CRPS®, CKA®, has transitioned his Knoxville-based business from UBS to the EverSource platform.
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.