Birmingham, Alabama —November 17th, 2020– RFG Advisory, a 2020 Financial Times Top 300 RIA,is pleased to welcome Brock Eson and Wade Merritt to its high-growth Platform engineered for independent Advisors.
Based in Birmingham, Alabama Brock Eson and Wade Merritt joined forces five years ago as partners knit together by a shared passion for serving their clients with a fiduciary relationship in mind. “We are excited to expand RFG Advisory’s Birmingham presence and to welcome our new partners to independence,” said Bobby White, RFG Advisory Founder & CEO. “Brock and Wade bring with them rich experiences and a servant-heart mindset in servicing their clients.”
RFG Advisory is headquartered in Birmingham and has 23 out of 55 independent Advisors located in our hometown city. We are strongly rooted in our community and committed to growing our presence throughout Alabama. “While we plan to continue to expand our footprint throughout the U.S., it is always invigorating when best-in-class Advisors like Brock and Wade join us locally,” said Shannon Spotswood, RFG Advisory President.
“RFG Advisory shares our passion for putting clients first and delivering a truly differentiated client experience. After a career in the insurance world, the opportunity to partner with RFG Advisory as Independent Advisors was precisely the next step that we needed to take to grow our practice and serve our clients” said Brock Eson.
“We conducted extensive due diligence and knew that the most successful Advisors and their clients are moving towards independence,” adds Wade Merritt. “Being powered by RFG Advisory we will be exceptional well positioned for this next chapter of our careers plus the winning-culture at RFG Advisory is amazing.”
As one of the nation’s leading RIA firms, RFG Advisory offers best-in-class technology, a service-first mentality, and a cutting-edge Platform designed for Independent Advisors. “RFG Advisory is a community of A-players, who are passionate about innovating, upholding a service-first mindset and working to not only lead the way but to always be on the cusp of the wealth management industry,” says CEO and founder, Bobby White, “we are pleased to welcome Brock Eson and Wade Merritt to the RFG family.”
To learn more about Brock Eson and Wade Merritt, visit rfgadvsiorywealth.com
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, the firm helps advisors to facilitate succession planning and provide loans to advisors to enable the move to full independence.
Contact
Kristy Puckett
Business Development Lead
205.397.2459
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
