Author: Caleb Dillard
We’re pleased to share that the acquisition of Willingdon Wealth Management (Willingdon) was completed this week, and we wanted to provide more information about our exciting, new partnership.
We recognize that the ongoing pandemic and related market volatility is greatly impacting the wealth management industry. Through thoughtful and careful planning, we are proud that we have been able to forge ahead with our strategic growth plan and improve service and investment offerings to clients.
Our CEO John Burns spoke with Citywire about how Willingdon aligns with our cultural values and why the partnership was a natural fit.
In addition, Financial Advisor Magazine highlighted the value-adds that the partnership will bring to the combined firm’s clients.
This new relationship expands our national footprint with offices in Huntersville, North Carolina; Youngstown, Ohio; Stamford, Connecticut; and San Diego, California.
We’d like to give a warm welcome to the entire Willingdon team. For more information on this acquisition, please read here or speak with your Exencial advisor.
Employee Spotlight: Meet Marshall Welke, Director of Operations
Employee Spotlight: Meet Matt Ventura, Managing Director and Senior Wealth Advisor
Employee Spotlight: Meet Lori Stephenson, Relationship Manager
Employee Spotlight: Meet David Yepez, Lead Equity Analyst and Portfolio Manager
Employee Spotlight: Meet Taylor Gill, Relationship Manager