JUNE 30, 2014 - FSC SECURITIES CORPORATION RECRUITS TWO PRACTICES WITH NEARLY $6 MILLION GDC
Stavis & Cohen Financial and Cebert Wealth Management Join FSC for Flexible Model, High Touch Service and Access to Robust Technology Platform
ATLANTA (BUSINESS WIRE) - FSC Securities Corporation, a leading broker-dealer and member of AIG Advisor Group – today announced that Houston-based Stavis & Cohen Financial and Florida-based Cebert Wealth Management have joined the broker-dealer. The firms bring over $700 million in AUM to FSC.
“We have recruited a number of talented advisors to our firms in recent months.” Both firms cited FSC’s open architecture platform and robust technology as key reasons for joining the b-d. “We have recruited a number of talented advisors to our firms in recent months,” said Jerry Murphy, President and CEO of FSC. “At FSC we want to provide advisors with the support, tools and technology they need to focus on what they do best: serving their clients and growing their practice. We have invested heavily in technology designed to save advisors time, and we have built one of the industry’s leading open architecture platforms, supported by a diverse product lineup and web-based services. Nearly all of our recent recruits have cited our award-winning, industry leading technology and relationship-based culture as critical reasons for affiliation.”
Deborah Stavis and Eddie Cohen, partners at Stavis & Cohen Financial, cater to high net worth clients and were looking for a firm with high touch, personalized service. Stavis was formerly affiliated with FSC and suggested the pair return to the firm. “We were looking for a broker-dealer that had terrific back office support and embraced a meaningful understanding of the entrepreneurial spirit of successful financial advisory boutiques. FSC understands us and provides customized services to help meet the specific needs of our existing clients, as well as the flexibility to deliver innovative marketing to potential new clients,” said Stavis.
Cebert Wealth Management, based in The Villages, Florida, is comprised of partners Dale Cebert and Chad Noble. The advisors left the wirehouse model in favor to go independent. “After making the decision to go independent, we were determined to find a broker-dealer who could partner with us to help us succeed,” said Cebert. “FSC proved to be the perfect broker-dealer for us, with personalized service, advanced technology and the broadest product lineup we’ve seen. Jerry and his team were eager to partner with us to accommodate our business and adapt to our needs. We’re eager to take our practice to the next level with FSC.”
FSC Securities Corporation has assembled a vast platform of resources, supported by an extraordinary home office team that brings more than 50 years of experience to serving our financial advisors. FSC shares the entrepreneurial spirit of independent financial advisors with a culture focused on home office/advisor collaboration to deliver solutions for their individual needs as both financial planners and business owners. Please visit www.joinfsc.com for more information.