Birmingham, AL, August 7, 2020/ PR Newswire/– Recognized by the Financial Times as a Top 300 RIA in the U.S. out of 13,000 RIAs and nominated by Wealth Mangement.com as the Non-Custodial RIA Support Platform of the Year, RFG is excited to announce that their Shreveport, LA-based partner firm WFA is expanding by bringing on board Wealth Advisor Jody Jarriet Bluitt.
Jody is taking the next logical step in his successful career – embracing independence and joining the thriving team at WFA. Jody brings a unique perspective to WFA, raised in a strict military family that valued discipline, leadership, compassion and gratitude, Jody learned too early the importance of thoughtful financial planning. “My father – my role-model, my rock – was killed by a drunk driver when I was 18 years old. I became the man of the house overnight and learned first-hand the importance of being financially literate and prepared to handle life’s unexpected events.” From that moment on, throughout his academic and professional career Jody has been driven by a fierce commitment and passion to helping people. “I live life and serve my community, my family and my clients inspired by the words of Henry David Thoreau ‘Go confidently in the direction of your dreams. Live the life you have imagined.’ I am honored to be a part of the WFA team.”
Key to Jody’s decision to partner with WFA and RFG was his ability to leverage RFG’s innovative fintech platform so that his clients today and in the future will enjoy an exceptional experience. “WFA is distinguished in Shreveport and throughout Louisiana as being service-focused,” states WFA partner and Wealth Advisor Dany Martin, “We live by our motto – Plan.Invest.Inspire. To us, being a trusted Advisor to our clients is so much more than just financial planning it is truly valuing and understanding the whole person and what path they should follow not just for financial security in the future, but for living a fulfilled life today.”
“Jody shares RFG’s mission-driven mindset and is supporting his community with experienced, relationship-driven and honorable service,” states Bobby White, CEO & Founder of RFG Advisory. “We cannot wait to help him thrive during the next chapter with WFA.”
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, RFG Capital is a resource to advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.
Contact: Kristy Puckett | 205-397-2459 | kpuckett@rfgadvisory.com
