Kestra Financial, an industry-leading independent advisor platform, announces the addition of Ivory Wealth Management out of Essex, Connecticut
Kestra Financial, an industry-leading independent advisor platform, announces the addition of Ivory Wealth Management out of Essex, Connecticut.
Led by Founder and President Charles Crilly, Ivory Wealth Management specializes in offering personalized wealth management services to both individuals and companies. Crilly is joined by Jeremy Soboleski, Senior Vice President and Financial Advisor; Tiffany Knoop, Vice President and Financial Advisor; Kathy Hofmann, Operations Manager; and Quentin D. Elliott, Senior Vice President and Fixed Income Strategist.
Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial said that “Charle’s steadfast commitment to personalized client service was evident from our first meeting The team at Ivory Wealth Management has built an exceptional practice by continuously innovating their offerings for clients, most recently within their retirement plan division. Through our partnership, we are confident they will have the right tools in place to provide even better service and further expand their business.”
The professionals of Ivory Wealth Management collectively inspect $214 million in assets. The firm was named to WealthManagement.com’s 2019 Thrive list of fastest-growing advisory firms. fintech news
Crilly said that “Our firm is at a pivotal point in its history. We’ve grown significantly over the years and need a partner equipped to support our ambitions for future success. From cutting-edge technology integrations to operational know-how, Kestra Financial’s resources quickly proved to be the right fit.”
