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Trilogy Capital is having a strong fourth quarter. Following its recent acquisition of Mountain Capital Investment Advisors and its $1 billion in client assets, the firm has now added Steve Whitman as Senior Vice President of Wealth Management. Whitman, who managed nearly $225 million at Morgan Stanley Wealth Advisors, will be based in Trilogy’s San Diego office.

“Steve is exactly the kind of distinguished advisor we want at Trilogy,” said Jason Inglis, Chief Development Officer, Trilogy. “His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy.”

Whitman works with affluent families, creating and implementing comprehensive, multi-generational financial strategies tailored to each client’s unique circumstances.

“Trilogy provides the depth of resources and a team of experienced advisors to partner with,” said Whitman. “Clients will have access to Trilogy’s broader resources, including investment management, comprehensive advanced wealth planning and tax preparation. This move is a real positive for myself and my clients.”

Windus Fernandez Brinkkord, Senior Vice President of Wealth Management in Trilogy’s San Diego office, added, “Steve’s wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy’s approach. We’re excited to partner with him and to offer clients an expanded, collaborative experience.”

Click here to read more on the continuing growth of Trilogy.

I’ve sat in those rooms, and you have too. You know the ones, where some war-weary veteran of the good old days of financial services talks about how they used to walk uphill both ways in a blizzard to every client meeting.

How the account application was as small as a postcard. How they didn’t even have calculators and surmised rates of return on the back of a napkin.

We are all told that a return to such days would be a good thing for clients and advisors alike and that all of this technology “stuff” is simply ruining a business that at its core is about helping people save for their future, not do calculus.

But those are not the only rooms.

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