Make a seamless transition with experienced support.

Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.

Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.

Our transition consultant became an extension of our practice and that worked out well. We’re very thankful that we had that access.

David Patton

Financial Advisor

Managing Director, Patton Wealth Management

Your dedicated transition team

Transition consultant

Your dedicated liaison to the home office, coordinating timely, responsive assistance from each business area essential to making your transition a success.