Brian Heapps, Former Head of Signator Investors, Inc., Named President and Managing Partner of Edgewood Financial Network
Edgewood founder and CEO Robert Mitchell will stay on as Chairman of the Board
BOSTON, July 18, 2017 /PRNewswire/ -- Brian Heapps, CLU, ChFC, has been named managing partner and president of Edgewood Financial Network, it was announced by Edgewood's founder, Robert Mitchell. Heapps will take over the day-to-day management of the firm, as well as responsibility for strategic planning and growth. Mitchell will remain with the firm as chairman of the Board. With nearly 200 financial advisors in 30 states, Edgewood is one of the largest independent firms affiliated with Signator Investors, Inc.
Heapps joined Signator in 1987 as a financial advisor, and 10 years later founded Keystone Financial Management, an independent firm affiliated with Signator. He joined Signator's home office in 2007, and became President and CEO in 2012. Heapps was responsible for completing Signator's transition from John Hancock's career agency system to one of the industry's largest fully independent broker-dealers, led two successful acquisitions, and spearheaded the development of Signator's industry-leading advisor succession program.
"I am excited to return to my roots in the field and support Edgewood's advisors and their clients," said Heapps. "Signator not only provides a strong value proposition for firms, their advisors and staff, our broker dealer also has its eye keenly focused on enhancing the client experience – and both are essential to success in today's financial services environment."
"I am thrilled Brian will be joining Edgewood to continue our long history of excellence to clients and our advisors. He brings a wealth of field and home office experience to Edgewood that will be ideal for leading the organization into the future," said Mitchell.
Chris Maryanopolis, president of Signator Investors, Inc., said, "We are pleased to have Brian at the helm of one of our firms, and feel his experience will be an asset for Edgewood and Signator."
About Edgewood Financial Network
With roots leading back to 1982, Edgewood Financial Network is a national firm working with nearly 200 registered representatives and life insurance agents in 30 states. Based in Gold River, California, Edgewood Financial Network is an OSJ for Signator Investors, Inc. as well as a life insurance and annuity wholesaler. For more information about Edgewood, visit http://www.edgewoodfn.com.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker-dealer/investment adviser with a national network of independent firms and more than 2,000 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/.
0185-20170712-384394
SOURCE Signator Investors, Inc.
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article