HighTower Adds Synergy Capital Solutions, $300 Million in Client Assets

CHICAGO, May 2, 2017 /PRNewswire/ -- HighTower announces the launch of Synergy Capital Solutions. The team has three locations: Chicago; Naples, Fl.; and Bloomfield Hills, Mich. Managing Director Mark F. Burns leads the team, which oversees $300 million in client assets. Synergy Capital Solutions was previously known as BIG Planning, a member of the Wells Fargo Advisors Financial Network (FiNet).

"HighTower drives the growth of teams like Synergy Capital Solutions, who have a background with a national independent broker-dealer but seek a more sophisticated platform and a commitment to the fiduciary standard," said Kimberly Papedis, Managing Director, Head of National Sales & Platform Strategy at HighTower. "Our open-source platform coupled with the absence of pressure to sell proprietary products leads the industry in next-generation companies that provide comprehensive advisor support."

Mr. Burns began his financial services career in 1982 and became a leading advisor for Wells Fargo Advisors and its predecessor firms. His areas of expertise include investment planning and consulting, and he oversees the team's asset management process. BIG Planning was established as an independent practice in 2005 and serves clients all over the U.S. The 15-person team has nearly 150 years of collective experience in the industry.

"HighTower's culture, brand and platform deliver the resources and support we need to grow our practice as a truly independent business," said Mr. Burns. "Their collaborative community of elite advisors and steadfast commitment to the fiduciary standard made HighTower the best choice for our team and our clients."

About HighTower

HighTower is a national firm built by and for elite financial advisors. HighTower advisors commit to the fiduciary standard: a binding promise to put our clients' interests first. Powered by a proprietary technology and investment platform, HighTower embraces bold change to create a culture of collaboration and growth and to meet the evolving needs of sophisticated investors.  For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.

Melinda Brodbeck
JConnelly
973-850-7348 
[email protected]

SOURCE HighTower

Related Links

http://www.hightoweradvisors.com