Birmingham, AL – October 28, 2019 – RFG Advisory is excited to announce that Brianne Smith has joined its growing network of Independent Financial Advisors. Based in Montgomery, Alabama, Brianne opens RFG Advisory’s first office in our state’s capitol city.
As a financial planning and tax specialist, Brianne spent most of her professional life as a financial planning and tax specialist. She spent 19 years as a CPA at Warren Averett working with high-net worth clients and the last 5 years serving as an accounting professor at Huntingdon College. Brianne joins RFG Advisory as a Financial Advisor to begin the chapter she’s been preparing for her entire career. “I’ve always been motivated to help people get from where they are to where they want to be,” Brianne continues, “For my clients I will be their financial quarterback, personal CFO, strategic confidant and accountability partner.”
Recognized for teaching excellence at Huntingdon College[1] and financial planning excellence by American Institute of Certified Public Accountants[2], Brianne brings a unique perspective to serving her clients. Combining an in-depth focus on education and coaching with comprehensive wealth management, financial planning and traditional CPA services, Brianne represents the future of our industry. “I couldn’t be more excited to partner with RFG”, Brianne says, “They have built a unique culture that supports and encourages entrepreneurship and enables Advisors to work with high-net worth individuals and business owners to collaboratively work toward solving everything from basic financial planning to sophisticated estate planning and business succession strategies.”
“Brianne is a forward-thinker. She recognizes that the wealth management industry is undergoing a tremendous amount of change and that for Advisors to be valuable to their clients they must leverage technology to deliver an exceptional client experience,” states Bobby White, Founder & CEO of RFG Advisory. “By combining her passion to serve clients with her diverse background in tax, consulting and academia, Brianne has all the attributes necessary to become a rising star in our industry.”
It is no secret that women are underrepresented in the wealth management industry, and yet many clients are seeking to work with a female Financial Advisor. “With only 16% of Financial Advisors being women, RFG Advisory is excited to do what we can to recruit more talent into our great profession,” says Shannon Spotswood, President of RFG Advisory. “Brianne has an exceptional background that will no doubt enable her to connect with clients in a deep and meaningful way to build a successful practice.”
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. Investment advice and Financial Planning offered through RFG Advisory, a Registered Investment Advisor. No tax advice or services are offered through RFG Advisory.
