PHOENIX, July 19, 2017 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent financial advisory firms comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, announced another strategic hire to its executive team with the appointment of Micah Wei, CIMA® as Vice President, Wealth Management Sales. In this role, Wei is responsible for creating and executing internal sales strategy for Advisor Group's proprietary Wealth Management Platform (WMP) for advisors. Wei is based in Advisor Group's Phoenix, AZ headquarters.
Wei brings over 15 years of experience in the investment management and financial services industry. As VP, Wealth Management Sales, he will lead the sales and distribution efforts on existing and new platforms such as an updated client discovery process (including financial planning), a digital onboarding solution for advisors and clients, and new and unique investment solutions. He will also spearhead the creation of training modules to better equip the Firm's advisors to thrive in an evolving marketplace.
"We're proud to welcome Micah to our growing team of exemplary talent," said Jamie Price, President & CEO of Advisor Group. "Micah's deeply rooted wealth management and leadership experience is incredibly valuable as Advisor Group continues to equip advisors with the tools and insights needed to navigate through this new Fiduciary Era."
Prior to joining Advisor Group, Wei served as Associate VP of Sales Marketing at LPL Financial. In this position, he was responsible for promoting the firm's advisory and product solutions, as well as developing advisor training programs in direct response to the DOL Fiduciary Rule. Previously, Wei served as Senior VP of the Advisory Consulting Group at First Allied Securities, Inc., where he led sales and marketing of the firm's multi-billion-dollar fee-based wealth management business. Wei earned a Bachelor of Arts degree in economics and business from the Virginia Military Institute. He holds a Certified Investment Management Analyst (CIMA) designation as well as FINRA Series 7 (General Securities) and Series 66 (Investment Advisor) certifications.
For media inquiries regarding this press announcement, or to speak to an Advisor Group spokesperson, please contact: [email protected]
About Advisor Group
Advisor Group Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $160 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
For more information, please visit www.advisorgroup.com
Follow Advisor Group into the Future: @AdvisorGroupBDs on Twitter #AGFutureIsNow
SOURCE Advisor Group
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