Crescent Private Wealth launches, Supported by RFG Advisory

North Carolina team begins independent journey powered by RFG's award-winning growth platform
PRNewswireMay 6, 20244 min

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, announced the launch of¬†Crescent Private Wealth¬†(“Crescent”), a¬†North Carolina-based wealth management firm founded and owned by¬†Ahmad Quqa,¬†MBA, AAMS‚ĄĘ.

Quqa launched Crescent after almost seven years at Edward Jones to better serve his community of business owners and high-net-worth clients as an independent advisor. With 20 years of experience in the financial services industry, Quqa sought a registered independent advisor (RIA) partner with a modern approach and a full spectrum of integrated solutions to support his fast-growing business.

“Having diligently listened to the wants and needs of our clients over the years, we’ve been eager to implement a more client-centric approach that delivers personalized advice enabled by cutting-edge technology solutions,” said¬†Quqa. “Aligning with RFG, we’re not just gaining unparalleled support but also affirming our shared values of independence, innovation and entrepreneurialism. I’m confident Crescent will be better positioned to deliver a memorable client experience and achieve exponential growth by transitioning to independence.”

Client service associates¬†Mona Amiri,¬†Heidi Moreno¬†and¬†Ibraheem Amin, who have been with Quqa for years, will continue to be integral members of the team following this transition. These talented individuals are excited to see how RFG’s support will introduce immediate gains in efficiency, streamlining everything from client onboarding to portfolio management and alleviating the burden of administrative tasks.

“We are delighted to welcome Ahmad and his team to the RFG family,” said¬†Shannon Spotswood,¬†president at RFG Advisory. “One of our main tenets is ‘supported independence,’ and that means partnering with entrepreneurial-minded advisors who are serious about growing their business. We can’t wait to see the Crescent team meet and exceed their goals.”

Crescent’s joining RFG follows the announcement of¬†a number of executive hires¬†who bolster RFG’s investment, client service, behavioral finance, and technology support teams. Independent firms who are interested in learning more about partnering with RFG can learn more about its¬†award-winning¬†platform1¬†at¬†rfgadvisory.com.

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