EverSource Expands Florida Advisory Presence in a Top US Growth Area
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
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. According to census data, Boca Raton is located in the nation’s tenth fastest-growing metropolitan area. Four of the top-five US metro areas for population growth are also in central and southern Florida.
With over a decade of experience in wealth management, Lobato is positioned to serve the financial needs of professionals and business owners in this dynamic market. Lobato began her career as an advisor with Merrill Lynch and launched Cornerstone 360 three years ago, she says, “to redefine financial advisory services.”
Likewise, as an RIA platform for independent advisors, EverSource offers a distinctive culture and business model. Advisors affiliated with EverSource are part of a values-based community and have access to a broad range of institutional-quality investments, including faith-aligned public and private assets.
As a fee-based fiduciary, Cornerstone 360 prioritizes an obligation to each client’s best interest and crafts strategies to align with the client’s goals. Lobato describes EverSource as a like-minded partner sharing her “unwavering dedication to client well-being.”
Further, with a passion for holistic financial empowerment, Lobato provides comprehensive services including estate planning, risk mitigation strategies, and tax optimization. Lobato is a CERTIFIED FINANCIAL PLANNER™ professional. She has passed the Series 66, 7,and Securities Industry Essentials exams, and she holds a Florida real estate license and insurance license.
Cornerstone 360 Advisors is the third EverSource team in Florida. The Orlando-based Reinhold Financial team, led by Eric Reinhold, joined EverSource in early 2023. Advisors Jamie VandenHeuvel and Travis Hodge formed EverSource Jacksonville later in the year.
Ed Hart, EverSource Director of Marketing and Business Development says, “We’re thrilled to have talented young advisors like Brandi join the EverSource platform and be well-positioned for long-term growth and opportunity in our industry.”
About EverSource Wealth Advisors
Launched in 2017, EverSource now serves 60+ advisors in 15 states, with a total of $3.6B+ in assets under management. EverSource provides advisors with proprietary technology, regulatory compliance, and investment oversight, with leading national firms serving as custodians for client assets.