FORM CRS & ADV 2A
MEET WITH AN ADVISOR
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:

$2B Trilogy Group Transitions From NPH to LPL

By Trilogy Financial
October 25, 2017

Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets.

Click here to read the full story.

...
Read more

The Link Between Financial Health and Physical Health

By aaptiv logo
November 1, 2018

Thanksgiving – with its juicy turkey, rich side dishes (scalloped potatoes, anyone?), and an array of desserts—isn’t the most health-conscious holiday. But neither is the day after Thanksgiving. Black Friday is one of the biggest consumer holidays of the year, with hoards of people lining up in the middle of the night to score deals on everything from clothes to cell phones to TVs. A spending frenzy won’t have the same immediate impact on your body as multiple slices of pumpkin pie. But, there’s no denying the strong link between financial and physical health. Here, we explore how your finances affect your health and how you can get a better handle on your money—and health—in the process.

Click here to read the full story.

...
Read more

Get Started on Your Financial Life Plan Today