BIRMINGHAM, AL – August 7, 2020 – RFG Advisory is pleased to announce the affiliation of Dallas-Fort Worth Metroplex (DFW) Independent Financial Advisor, Tom Chancellor, CFP®.
Tom, a Certified Financial Planner™, has been providing comprehensive wealth management and financial planning services for over two decades. Tom’s academic backgound and professional experience prior to becoming a Financial Advisor have uniquely prepared him to deliver a distinctly differentiated client experience. Tom holds a master’s degree in social work from UT-Arlington and brings extensive experience as a clinical psychologist and therapist to the table. With this deep understanding of psychology, communications, relationship studies, and financial planning, Tom is able to deliver thoughtful, wholistic financial plans to help his clients prepare for the future no matter where they are in their financial journey.
“Tom has built a practice predicated on the trust and confidence of his clients,” said Bobby White, Chairman and CEO of RFG Advisory. “He is a modern-day thinker and brings a multidisciplinary skillset to cater the needs of a constantly evolving client experience, a core focus for RFG. It is with great pleasure that we welcome Tom to RFG Advisory.”
“It is a pleasure to join RFG Advisory at this incredible moment in time,” said Tom Chancellor, CFP®. “I want to have the freedom and bandwidth to spend more time with my clients, supporting on their journey towards their financial goals, no matter the circumstance. The operational support RFG provides is the ideal platform and architecture to me as an advisor.”
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, through RFG Capital, advisors have access to capital to facilitate succession planning and provide loans to advisors to enable the move to full independence.
Securities offered through Registered Representatives of Private Client Services, member FINRA/ SIPC. Advisory Services offered through RFG Advisory, a Registered Investment Advisor. RFG Advisory are separate entities from Private Client Services.
Contacts
RFG Advisory
Kristy Puckett
