BETHESDA, Md., April 8,
2022 /PRNewswire/ -- The Capital Group Investment
Advisory Services, LLC ("The Capital Group"), an indirect
subsidiary of BRP Group, Inc. ("BRP Group") (NASDAQ: BRP), is
pleased to announce the addition of Tim
Sommer as Managing Advisor for its Wealth Management and
Retirement Planning division.
As Managing Advisor, Sommer will manage and support the growth
of The Capital Group's Wealth Management and Retirement Planning
team with a focus on building comprehensive financial plans while
managing personal assets unique to clients' individual needs and
providing objective advice to ensure their definition of success is
met.
Sommer is a Registered Investment Advisor and brings with him
more than 28 years of industry experience specializing in providing
retirement income, estate planning, investment management, and
full-service financial planning to individuals. He holds a Bachelor
of Arts degree in Humanities from Providence
College and NASD Series 7, 66, 6, and 63 licenses.
Prior to The Capital Group, Tim was a founding member of TIAA's
Wealth Management Group in New York
City and served as a Senior Wealth Management Advisor, where
he led a team of advisors who developed and maintained
relationships with clients representing more than $1.4 billion in assets. Tim was consistently
named a Top Advisor for Client Satisfaction, attributable to his
individualized and goal-driven plan development for his
clients.
"We are thrilled to have Tim join The Capital Group and continue
with his very successful career in the Wealth Advisory space," said
Chris Staub, Managing Partner, The
Capital Group. "His addition to the team will further enhance and
grow our presence in the Wealth Advisory arena and help us
accomplish our goal of becoming one of the leading client-first,
investment advisory firms in the country. He will be a great
asset to The Capital Group team and a great fit with the BRP
culture that The Capital Group has embraced since our partnership
in 2021."
ABOUT THE CAPITAL GROUP
The Capital Group Investment Advisory Services, LLC, a
Baldwin Risk Partner, is an
experienced business insurance firm that has evolved over the
decades into one of the finest and most accomplished business and
financial service providers in the greater Washington D.C. metropolitan area. At The
Capital Group, client satisfaction drives our every move. We're
committed to developing the best coverage packages for the best
people, our clients. From healthcare benefits to retirement
packages, you can turn to the experts at The Capital Group to
support your small or mid-sized business.
www.capgroupfinancial.com.
ABOUT BRP GROUP
BRP Group, Inc. (NASDAQ: BRP) is an independent insurance
distribution firm delivering tailored insurance and risk management
insights and solutions that give our clients the peace of mind to
pursue their purpose, passion and dreams. We are innovating the
industry by taking a holistic and tailored approach to risk
management, insurance and employee benefits, and support our
clients, Colleagues, Insurance Company Partners and communities
through the deployment of vanguard resources and capital to drive
our growth. BRP Group represents over 900,000 clients across
the United States and
internationally. For more information, please visit
www.baldwinriskpartners.com.
NOTE REGARDING FORWARD-LOOKING STATEMENTS
This press release may contain various "forward-looking
statements" within the meaning of the Private Securities Litigation
Reform Act of 1995, which represent BRP Group's expectations or
beliefs concerning future events. Forward-looking statements are
statements other than historical facts and may include statements
that address future operating, financial or business performance or
BRP Group's strategies or expectations. In some cases, you can
identify these statements by forward-looking words such as "may",
"might", "will", "should", "expects", "plans", "anticipates",
"believes", "estimates", "predicts", "projects", "potential",
"outlook" or "continue", or the negative of these terms or other
comparable terminology. Forward-looking statements are based on
management's current expectations and beliefs and involve
significant risks and uncertainties that could cause actual
results, developments and business decisions to differ materially
from those contemplated by these statements.
Factors that could cause actual results or performance to differ
from the expectations expressed or implied in such forward-looking
statements include, but are not limited to, those described under
the caption "Risk Factors" in BRP Group's Annual Report on Form
10-K for the year ended December 31,
2021 and in BRP Group's other filings with the SEC, which
are available free of charge on the Securities and Exchange
Commission's website at: www.sec.gov, including those risks
and other factors relevant to the business, financial condition and
results of operations of BRP Group and factors related to the
potential effects of the COVID-19 pandemic on BRP Group's business,
financial condition and results of operations. Should one or more
of these risks or uncertainties materialize, or should underlying
assumptions prove incorrect, actual results may vary materially
from those indicated. All forward-looking statements and all
subsequent written and oral forward-looking statements attributable
to BRP Group or to persons acting on behalf of BRP Group are
expressly qualified in their entirety by reference to these risks
and uncertainties. You should not place undue reliance on
forward-looking statements. Forward-looking statements speak only
as of the date they are made, and BRP Group does not undertake any
obligation to update them in light of new information, future
developments or otherwise, except as may be required under
applicable law.
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SOURCE Baldwin Risk Partners