Trilogy Financial

Kestra Nabs Veteran Merrill Team in Ohio: Recruiting Roundup

By Trilogy Financial
April 18, 2018
Share on:

RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.

Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.

“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”

Click here to read the full story.

You may also like:

By fit small business logo
April 19, 2019

Starting and growing a business can be very challenging. While it’s possible to achieve some of your financial goals without consulting a financial planner, working with one can have more advantages to both your business and personal financial health. We spoke with experts who shared a few signs you need a financial planner.

Here are the top 21 telltale signs you may need a financial planner:

Click here to read the full story, featuring Trilogy Advisor, Windus Fernandez Brinkkord

 

 

...
By Trilogy Financial
October 12, 2018

Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?

Click here to read the full story.

...

Get Started on Your Financial Life Plan Today