ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Procyon Partners announced today that Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF® will be joining the firm as a Senior Vice President and Senior Private Wealth Advisor. He is accompanied by client service associate Mickey Herbert and financial advisor Jake McCarthy.
This news comes after an already active year for Procyon Partners who merged with Pivotal Planning Group, LLC, opened an office in Florida with the addition of Dan Limmer, and launched Procyon Benefits.
“We are thrilled to welcome Zoltan and his team to Procyon. Zoltan brings a deep understanding of comprehensive financial planning to Procyon’s Private Wealth and Family Office divisions, further enhancing our abilities and services for our highly valued private clients,” says CEO and Co-Founder Phil Fiore.
Previously, Mr. Pongracz was a top producer managing over $150 million in client assets at Barnum Financial Group, a financial planning and wealth management firm based in Connecticut. He focuses on working with a select group of affluent individuals with specializations in business exit planning, transitional planning, administering corporate education programs to Fortune 500 companies, and both current and retired professional athletes. Mr. Pongracz is a NFL Players Association Registered Financial Advisor.
“Our clients count on us to deliver the resources, experience, and personalized service required to meet their most complex wealth management needs. Procyon’s exceptional team, best-in-class technology-enabled platform, membership in Dynasty’s exclusive network, depth of expertise in both Private Wealth Management and Institutional Consulting, and commitment to a fiduciary duty of care all uniquely position me to help my clients grow and protect their wealth. This is the culmination of two years of due diligence and will allow me to truly sit on the same side of the table as my clients,” remarks Mr. Pongracz.
Procyon Partners is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
About Procyon Partners
Procyon Partners is an independent registered investment advisor with a dual focus on retirement plan/participants and private clients. With offices in Connecticut, NYC, Long Island, West Palm Beach, and Virginia Beach, the firm manages approximately $5B in client assets. On the institutional side, the firm helps companies and organizations design, manage, and enhance their retirement plan offerings while also educating plan participants on how to effectively prepare for their retirement. As a private wealth advisor, Procyon helps high-net-worth individuals, families and business owners identify and implement effective financial strategies for managing their investments and achieving their financial goals. For more information visit. www.procyonpartners.net.
Also visit Procyon Partners on social media:
LinkedIn – https://WWW.linkedin.com/company/procyonpartners
Twitter: @ProcyonPartners
Facebook: Facebook.com/ProcyonPartners
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients.
For more information, please visit www.dynastyfinancialpartners.com.
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
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