James McGinness Joins Avidian Wealth Options
“James has an incredible depth of monetary expertise that has helped him ship insight-driven options to purchasers all through the course of his profession.” Luke Patterson, Avidian’s CEO
HOUSTON (PRWEB)
December 13, 2022
Avidian Wealth Options is worked up to welcome James McGinness as their latest wealth advisor. “James will likely be liable for growing and managing consumer relationships for high-net-worth people, endowments, and foundations, working to maintain the road of communication open between Avidian and our purchasers,” says Chief Working Officer Jim Atkinson.
“While you associate with a wealth supervisor, you’re entrusting them together with your monetary future,” says McGinness. “That relationship must be always nurtured to construct that stage of belief and that’s precisely how I strategy my relationships with my purchasers.”
James earned a Bachelor of Enterprise Administration from the College of Houston-Downtown and accomplished the Texas Belief Faculty at Southern Methodist College. As a Collection 63 and Collection 65 license holder, James possesses a deep data of the moral practices and fiduciary obligations Avidian is constructed on.
“James has an incredible depth of monetary expertise that has helped him ship insight-driven options to purchasers all through the course of his profession,” stated Avidian Chief Govt Officer Luke Patterson of McGinness’ credentials. “Pairing his outstanding monetary data with Avidian’s capabilities will permit us to refine and deepen {our relationships} with new and present purchasers alike.”
Earlier in 2022, Avidian was named one of many 100 fastest-growing RIA corporations in america featured by Citywire and named runner up for the quickest rising RIA corporations in Texas. The agency began the 2022 monetary 12 months with $3.5 billion in belongings beneath administration. Since then, Avidian has continued to develop each its roster of expertise and its whole belongings beneath administration.
ABOUT AVIDIAN WEALTH SOLUTIONS
Avidian Wealth Options is a Houston-based group of impartial fiduciaries who’re dedicated to assembly the distinctive wants and challenges of our purchasers. With a complete and evolving suite of companies together with however not restricted to monetary planning, funding administration, and insurance coverage options, we attempt to reduce threat via all points of our enterprise, by understanding tendencies and planning strategically — whereas constantly sustaining our core values of belief, credibility, and transparency. For extra info, go to Avidianwealth.com or discover us on LinkedIn and YouTube.
-Please Word: Citywire is a London-based monetary publishing and data group that gives information, info, and perception for skilled advisers and buyers all over the world. Avidian Wealth Options, LLC, was chosen by Citywire for inclusion on this score primarily based on publicly reported numbers. There was no interplay, survey, commercial, or compensation concerned between Avidian and Citywire concerning this score. Citywire thought of RIAs from all fifty states that publicly reported having a major variety of monetary planning purchasers, in addition to corporations not affiliated with a broker-dealer or different establishment. Winners and runners-up had been chosen utilizing a share of progress in AUM, financial progress in AUM, % progress in workers (throughout 2021) mixed right into a single measure of progress.
**Please be aware: To be thought of on this rating, Avidian Wealth Options, LLC (“AWS”), responded to a request for info from the Houston Enterprise Journal (“HBJ”). The knowledge was offered by way of a standardized questionnaire accomplished by members of the Avidian Operations Group. The knowledge was not independently verified by HBJ. Solely Houston space corporations that responded to the inquiry had been included in The Listing. The knowledge offered was primarily based on Avidian Wealth’s, 2021 agency information. The Listing consists of two rankings of the 2022 largest Houston-area cash administration corporations. One rating is predicated on whole belongings beneath administration (“AUM”) as of December 2021 and the opposite rating is predicated on belongings beneath administration within the Houston space (domestically). The highest twenty-five corporations had been included and ranked in line with essentially the most AUM. No compensation has been offered straight or not directly by AWS in reference to acquiring this rating.
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For extra info, please contact Justin King at 281-822-8802 or e-mail justinking@avidianwealth.com.
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