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.
September 29, 2021
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
A Birmingham-based RIA, EverSource has added seven new advisors to its Total SupportSM platform this year, providing regulatory compliance, proprietary technology, and investment oversight. Fidelity Institutional serves as the primary custodian for Darlington’s client assets. EverSource now provides direct management or management support to more than $1 billion in investment assets.
Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with impact. Accordingly, advisors affiliated with EverSource benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets.
With more than 30 years of experience in financial planning, Darlington and his team offer complete financial advisory services for his clients, including financial plans, estate and generational wealth transfer plans, corporate benefit and retirement plans, and charitable giving strategies.
“I take great joy,” Darlington says, “in helping my clients establish comprehensive financial plans and encouraging them to be the best stewards of the resources entrusted to them.”
Darlington will lead EverSource’s growing Knoxville office which includes two additional advisors, Jonathan Tue, CFP®, and Ben Wheeler, MBA, as well as Renee Caraway, client service associate with more than 25 years’ experience, and Natalie Hartman, client experience specialist—all who are committed to ensuring excellent service to clients. The newly renovated EverSource Knoxville office is conveniently located in the heart of Knoxville at 1326 Dowell Springs Blvd.
Darlington says of the move to EverSource, “Through this transition, my team is equipped to serve clients more efficiently, effectively, and timely with increased support staff, a new team of advisors, and a major upgrade in user-friendly technology.”
Ed Hart, EverSource director of marketing and business development, said, “We’re thrilled to have an advisor of Jim’s caliber and experience join the EverSource team. His wealth management team approach and heart for mentoring younger advisors as they grow and develop are a perfect complement to the EverSource culture.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. Currently supporting more than $1 billion in investment assets, EverSource offers a financial services platform with investment resources, back-office support, and technology for independent advisors.