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Kestra Nabs Veteran Merrill Team in Ohio: Recruiting Roundup

By Trilogy Financial
April 18, 2018
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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.”

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The Advantages of a Buy-Sell Agreement for Business Transitions

By Trilogy Financial
September 18, 2018

Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement.

One of the advantages of a buy-sell agreement is that can protect the company and the remaining owners by outlining how the departing owner’s shares are handled.

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People on the Move: Ginger Silverman

By Trilogy Financial
April 19, 2018

Trilogy Financial has added Ginger Silverman, founder and president of Aha! Unlimited Consulting and vice president of marketing, brands and campaigns at Behr Paint, to its board of directors. Silverman has also led communications initiatives for companies including Prudential, Pizza Hut, Taco Bell, Homebase and Lindora Medical Weight Control. “Ginger’s leadership, communications excellence and commitment to innovation aligns seamlessly with Trilogy’s core values,” said Jeff Motske, president and CEO of Trilogy Financial.

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