$400M-AUM Practice in Northern Virginia Completes Transition to EverSource
Tara Miller Tara Miller

$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.

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Addition of Missouri Practice Takes EverSource into 15th State
Tara Miller Tara Miller

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.

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20-Year Practice in Northern Virginia Joins EverSource
Tara Miller Tara Miller

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.

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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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