Who's Moving Where In Wealth Management? – Procyon Partners, Heritage Trust
The latest senior moves in the North American wealth management sector.
Procyon Partners, the US wealth firm with about $5.5 billion of client assets, has appointed former Wells Fargo advisor Brian Turner as a private wealth advisor.
Turner is joined by Selena Kemp, senior client service associate, and Zamena Bridglal, client service associate. They will operate from the new office in Fulton, Maryland.
At Wells Fargo, Turner was a senior financial advisor, overseeing $247 million in client assets. He began his career more than 15 years ago as a financial advisor at UBS Financial Services and later at Wells Fargo Advisors. Turner is also a founding partner of Gayda Vineyards in southern France. He is a graduate of the American University of Paris and a dual citizen of the US and the UK.
Procyon Partners’ new office in Fulton, Maryland will have the same open-concept and design as Procyon’s other offices and will include newly-minted “Zoom Rooms” to provide an option for advisors and staff to hold private conversations or virtual calls in a well-appointed and functional private space.
The firm also has offices in Connecticut, New York City, Long Island, West Palm Beach, and Virginia Beach.
In early October, Procyon said that financial advisor Bob Alimena had joined, based in its Long Island office.
The business is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
Heritage Trust, Argent Financial
Heritage Trust Company, a subsidiary of Argent Financial Group, announced today that Jordan Dean has earned her certified trust and fiduciary advisor (CTFA) designation and has been promoted to assistant vice president, relationship management associate. Dean will report directly to Heritage Trust president Michael Romero.
CTFA designations provide knowledge in taxes, investments, financial planning, trusts and estates.
“Jordan has been a great asset to our Heritage team for the past five years,” said Heritage Trust chief executive officer Aaron Jack. “She has done an exceptional job working with our clients to promote the Heritage brand and values, making this promotion well deserved.”
Dean had previously served as a relationship management associate since joining Heritage Trust in 2017. She earned her bachelor’s degree in business administration from Oklahoma State University.
Heritage Trust Company offers trust administration, oil and gas management, real estate management, financial planning and investment management services to individuals, for-profit companies and charitable/non-profit organizations. The Oklahoma-based company has offices in Oklahoma City, Ponca City and in Tulsa under the AmeriTrust brand, which serve clients in the US and certain countries around the world.