Longtime Northwestern Mutual Advisors Join Financial Advocates
OLYMPIA, WA, July 24, 2020 /Neptune100/ — Financial Advocates, a leading provider of superior, concierge-level services to independent advisors in the Pacific Northwest, announced that Scott Dudley, David Mc Quade, and their team at Northwestern Mutual are the latest advisors to join Financial Advocates and LPL as Registered Representatives.
Dudley and Mc Quade have provided wealth management services as part of Northwestern Mutual for 25 years. After considering their options at other enterprises, they decided to partner with Financial Advocates. “This change allows us to better serve our clients with more robust investment solutions at a lower cost.” said Dudley, “We are excited to take the next step in growing our practice under our new brand, Stirling Financial Group.”
Financial Advocates’ expert Client Care team is actively working with the Stirling Financial Group staff to provide a seamless transition for their clients and approximately $200 million in assets.
“We welcome Scott, David, and their entire team to the Financial Advocates family,” said Angela Vlach, President, and CEO of Financial Advocates. “We are proud to be their partner and look forward to supporting their independent practice for years to come. Our team has extensive experience transitioning advisors across the spectrum of independent business models. Each firm is unique, and we will work with Scott and David to create an independent business model that fits their needs.”
Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or RIA to achieve pure independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. FA and FAIM provides services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.
Financial Advocates, Financial Advocates Investment Management, and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL are separate entities.