Investacorp Welcomes Genesis Wealth Advisor Group, LLC
October 18 2017 - 11:16AM
Business Wire
Investacorp, Inc., a national independent broker-dealer and RIA,
representing more than 500 independent financial advisors
throughout the U.S., welcomes Genesis Wealth Advisor Group, LLC,
with offices in Mount Laurel, NJ and Dunedin, FL.
Genesis Wealth Advisor Group is a leading provider of
multi-generational wealth management and estate planning services.
Using a client-centric approach, the firm’s financial advisors
counsel individuals, families and business owners regarding
retirement income planning, wealth preservation as well as
investment and risk management. They also design financial
portfolios that address the individual needs of each client’s
goals, values and resources. Succession planning is also available
for business owners.
Wealth managers and financial planners comprise the Genesis
Wealth Advisor Group team, including the firm’s Founder and
Financial Advisor Scott Jones, CRPC®, RFC®, and Partner and
Financial Advisor Lynn Smeraldo. Combined, the two possess more
than 35 years of financial services experience.
“We’re thrilled with our recent Investacorp affiliation,” said
Jones. “We’ve been seeking to retain our autonomy, yet align with a
resource partner willing to provide a higher level of service,
coupled with a family-like atmosphere. Upon due diligence and a
home office visit, it was clear that Investacorp repeatedly goes
above and beyond what’s expected, enabling our firm to provide
superior financial advice and client service.”
Both Jones and Smeraldo are active within their respective
communities, including facilitating community workshops that help
educate individual investors regarding social security income
planning, retiree cash flow management, 401(k) investment guidance
as well as managing trusts and guardianships.
“We’re honored to have Genesis Wealth Advisor Group affiliate
with Investacorp,” said Patrick Farrell, President of Investacorp.
“The team has an excellent reputation and are deeply passionate
about helping investors achieve their financial goals. Their
approach to weaving estate planning strategies throughout an
individual investor’s financial plan to encompass not only the
investor, but also their children and grandchildren, make them a
natural fit and extension of our own family philosophy.”
Genesis Wealth Advisor Group Contact Information:
Scott Jones, CRPC®, RFC®, Financial AdvisorNew Jersey/Greater
Philadelphia Area856-283-3959, scott@genesisadvisorgroup.com3000
Atrium Way, Suite 238, Mount Laurel, NJ 08054
Lynn Smeraldo, Financial AdvisorDunedin, FL/Greater Tampa Bay
Area727-738-4015, lsmeraldo@genesisadvisorgroup.com450 Grant
Street, Dunedin, FL 34698
For more information, visit
www.genesisadvisorgroup.com.
About Investacorp, Inc.
Investacorp, Inc. is a FINRA registered independent
broker-dealer and Investacorp Advisory Services, Inc., a sister
company, is an SEC registered RIA. Both firms are headquartered in
Miami, Florida. Investacorp delivers an integrated digital platform
that enables more than 500 independent financial advisors across
the U.S. to provide investment solutions and wealth management
advice to individuals, families, businesses and institutions. The
boutique broker-dealer offers a family-friendly culture,
long-tenured staff and expert personal service. Investacorp
advisors are able to choose an affiliation model that best fits
their clients’ needs, including independent broker-dealer
representative, fee-based only or hybrid RIA. Investacorp also
provides large-firm resources, financial stability and
multi-generational practice transition expertise. Investacorp, Inc.
is wholly-owned by Ladenburg Thalmann Financial Services Inc.,
(NYSE American: LTS, LTS PrA), which is a publicly-traded
diversified financial services company based in Miami, Florida. For
more information, visit www.Investacorp.com.
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version on businesswire.com: http://www.businesswire.com/news/home/20171018006070/en/
Investacorp, Inc.Leslie Vigil, 305-901-1825Director of
RecruitingLVigil@investacorp.comwww.investacorp.com
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