SAN LUIS OBISPO, Calif.--(BUSINESS WIRE)--Today, WealthSource Partners announced that it has welcomed Graham Marshall to the firm as an Independent Wealth Advisor. Marshall has joined the firm’s Advisor Network and will continue offering his comprehensive financial, retirement, and estate planning-related services via the institutional-level platforms and resources provided by WealthSource. WealthSource now has 19 offices nationwide, counts more than $1.7 billion in assets under management, with 32 financial advisors that support over 1,700 families across the country.
Before joining WealthSource, Marshall operated as a Raymond James corporate advisor in Fort Worth, Texas. Now aboard the WealthSource team, Marshall joins the firm’s Dallas-Fort Worth hub, giving him the freedom to operate as an independent financial advisor while offloading middle- and back-office, non-client-facing tasks. What sets Marshall apart is his view on asset allocation and portfolio construction; WealthSource enables him to implement his value investing-based philosophy within the framework of the firm’s investment strategies.
“The Carpathia passenger steamship arrived at the site where the Titanic had sunk two hours earlier and was able to save more than 700 passengers. I see myself as the Carpathia — saving today’s investors from the numerous icebergs that could potentially damage their portfolio's hull and perhaps even sink them,” said Graham C. Marshall. “The WealthSource multi-custodial approach and flexibility in investment offerings, in addition to its practice management, marketing and operational support, provide me with everything I need to grow my practice and continue serving those I am blessed to call my friends — a.k.a. clients.”
WealthSource has built a platform that serves as a welcome landing spot for entrepreneurial advisors who are considering independence but don’t want to be a business owner. Advisors in the firm’s Advisor Network benefit from centralized practice management, dedicated in-house marketing resources, and coaching support, while also being freed up to spend more time serving clients and engaging prospects.
“We have the ambitious goal of building an industry-leading platform that empowers our advisors to achieve their desired outcomes and growth on their terms,” said Jon Dubravac, Chief Business Development Officer, WealthSource. “Advisors like Graham who have a passion for forming deep client relationships and who we believe have their own unique differentiators are able to join a turnkey platform that allows them to do what they do best. We’re honored to be the engine behind Graham’s future growth.”
WealthSource Partners is a full-service, national independent registered investment advisory firm. The firm’s partnered independence platform serves entrepreneurial advisors who are eager to grow and to do so on their own terms. Supported by an experienced practice management, marketing and operations team, WealthSource Partners empowers advisors to focus on their niche and the unique elements of their practice. Through the Advisor Platform Management Office (AdvisorPMO), WealthSource’s robust practice management and marketing platform, advisors can simplify their day-to-day and offload non-client-facing activities to spend more time serving clients and engaging prospects. For more information on what WealthSource is building, please visit wealthsource.com or contact us at jdubravac@wealthsource.com.
