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Day: November 18, 2020

RFG Advisory Launches ‘Become a Warrior Advisor’ Podcast Series  

The first six episodes feature exclusive behind-the-scenes interviews with Navy Seal Team 6 Veteran Dom Raso and RFG Advisory Founder & CEO Bobby White during a pre-COVID advisor retreat   At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty […]

RFG Advisory Announces Partnership With NaviPath Financial

Charlotte, North Carolina—November 12th, 2020– RFG Advisory, a 2020 Financial Times Top 300 RIA, is pleased to announce its partnership with NaviPath Financial.   Co-founded by Brian Swilling and Ryan Whitley, NaviPath Financial serves medical and dental professionals in Charlotte, North Carolina. “It’s an exciting time in wealth management to focus on a highly specialized group of professionals. Our in-depth knowledge […]

RFG Advisory Further Expands Its Footprint in Montgomery with Sommer Morris Affiliation

October 29th, 2020 – Birmingham, AL—RFG Advisory, an award-winning and fast-growing Hybrid RIA, announces the affiliation of Sommer Morris, independent financial advisor based in Montgomery.   Sommer Morris hails from the Montgomery Area, serving women in families across the southeast. Her practice is built on creating a sustainable plan for her clients, taking a wholistic approach to wealth management. She […]

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