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.
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.
EverSource Establishes Headquarters in Colonnade Office Park to Facilitate Company Mission
In the past two months, EverSource Wealth Advisors®, a Birmingham-based RIA, has added five financial advisors to its Total Support System platform. This new growth expands the scope of EverSource’s business and increases assets EverSource manages directly, or for which it provides management support, to over $1 billion.
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.
Strategic Acquisition Extends Business Platform for Financial Advisors
EverSource Wealth Advisors, a Birmingham-based registered investment advisor, is pleased to announce the acquisition of Consider It Done!, a virtual administrative services company based in Jacksonville, Texas.