Tre Urso and Team Join Bleakley Financial

FAIRFIELD, N.J., Nov. 27, 2018 /PRNewswire/ -- Bleakley Financial has added a new affiliate, and with it a new office location in Denver, Colorado. Urso becomes the 8^th advisor to join the Bleakley team in the last 18 months.

With over 14 years as an advisor, Tre Urso and his team operate a robust private wealth management practice that serves the unique financial needs of affluent families, corporate executives and privately held businesses across the greater Denver area.

According to Andy Schwartz, co-founder and principal of Bleakley Financial, "Tre is a great individual and a very thoughtful advisor. We're excited to have him partner with our organization. We are confident that Tre and his team will be able to seamlessly leverage the advanced resources available at Bleakley and that his clients will benefit as a result."

Says Urso of the new affiliation, "Over the years, we've been blessed with an amazing group of clients that have placed their trust in us. I've always believed that the best way to earn and retain that trust is by placing the needs of my clients first. As the business has grown, so have the unique needs of our clients. Partnering with a firm like Bleakley gives us greater flexibility and a broader set of resources to positively impact the financial lives of our valued clients."

Vince Nauheimer, Managing Director of business development at Bleakley Financial Group added, "As we continue to expand the presence of our firm nationally, we never lose sight of the fact that cultural fit is critical in order for these types of partnerships to thrive. Spending time with Tre gave us great confidence that his group shares our core values around client service, a robust planning process and pro-active client engagement. We look forward to a successful and mutually beneficial partnership with Tre and his team."

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Private Advisor Group a registered investment advisor.  Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.

SOURCE Bleakley Financial Group