Concert Wealth Management announced Monday that has partnered with a three-man advisor team overseeing $100 million in client assets that will serve as the cornerstone of its new branch in Scottsdale, Ariz.
Advisors Scott Christie and John Aitchison, formerly of Scottsdale-based The Planning Group, and portfolio analyst Ryan Jennings will be joined by client relations assistant James Filtz at the wealth management firm’s latest outpost.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access