Birmingham, AL – November 6, 2019 – RFG Advisory is excited to announce that veteran financial advisor Bob Agnew has joined its growing network of Independent Financial Advisors.
Bob Agnew, the founder of Birmingham-based Agnew Wealth Management, LLC has over 30 years of experience serving his clients. Bob had been searching for a partner who could not only provide an exceptional turn-key platform to support his practice and enhance his client experience, but who could facilitate a future succession plan for his vibrant practice.
“I have dedicated my life to helping my clients plan for their future. A critical part of this planning is to ensure that I have a team supporting me and in turn supporting my clients,” says Bob, “The opportunity to partner with RFG Advisory and access their cutting-edge technology platform and comprehensive services was precisely what I was seeking at this point in my career.”
As Bob begins this next chapter, he will be re-branding his firm as RFG Advisory and partnering with one of RFG Advisory’s young and talented advisors, Counce Drinkard. “Bob is a very well-respected Advisor in the community, I look forward to the opportunity for us to work together,” says Counce.
Bob’s affiliation with RFG Advisory represents a clear trend in the industry where successful Advisors are recognizing the benefits of partnering with fully integrated, tech-savvy platforms like RFG Advisory to be able to serve their clients in a meaningful and impactful way. “It is becoming increasingly important for stand-alone firms like Agnew Wealth Management to associate with advisory firms that provide the resources to meet and exceed the expectations of their current clients, as well as the next generation,” Bobby White, Founder & CEO of RFG Advisory, states. “By being co-located in the same office with staff members providing compliance, technology, and other behind-the-scenes operational work, Bob will have direct contact with those services that are critical to the overall client experience.”
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 an RIA third. RFG Advisory delivers a turn-key integrated technology platform and institutional-caliber investment management to equip advisors to be the CEO of their practice, not the COO. 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 Advisory buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.
About Private Client Services
PCS was founded in 2001, has more than 90 branches across the U.S. and serves hybrid Registered Investment Advisors and dually registered IARs with a personalized level of service. PCS partners with Pershing, LLC, the industry’s largest clearing firm, to clear transactions and custody assets, allowing PCS to support the contemporary technology products and services at RFG. Private Client Services’ home office is located at 2225 Lexington Road, Louisville, KY 40206. Securities offered through Private Client Services, member FINRA/SIPC. Investment advice offered 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
