Tenured Recruiting Executive Will Focus on Attracting Experienced Advisors, Hybrid Advisors and Large OSJs
?Leading independent broker-dealer SagePoint Financial, Inc. today announced that Dee Morgan has joined the organization as Senior Vice President of Recruiting. In this role, Mr. Morgan will oversee SagePoint?s recruiting efforts, including a team of dedicated recruiting professionals, to attract independent, wirehouse and hybrid advisors to the firm.
??? ?With nearly 20 years of experience in the financial services industry and his exceptional leadership skills, I am confident that Dee will help drive our ambitious recruiting goals at SagePoint Financial and help us become THE firm for independent financial advisors.?
?We are delighted that Dee has joined our organization to oversee our recruiting efforts,? said Jeff Auld, President and CEO of SagePoint Financial. ?With nearly 20 years of experience in the financial services industry and his exceptional leadership skills, I am confident that Dee will help drive our ambitious recruiting goals at SagePoint Financial and help us become THE firm for independent financial advisors.?
Mr. Morgan joins SagePoint from Williams Financial Group, where he served as Senior Vice President, Director of Business Development and Recruiting since 2008. He previously served as Regional Managing Director of Lincoln Financial Corporation, Vice President of Wealth Management for Compass Bank, and Vice President and Branch Manager of Fidelity Investments. He began his career as a Financial Representative after earning his B.A. in Finance from the University of North Texas. He holds Series 6, 7, 9, 10, 63, 65 and CRPC designations.
?SagePoint Financial has a long, rich history in the financial services industry, and I have long admired the firm. Jeff and his team have successfully recruited a number of wonderful financial advisors in the last few years, but I want to focus on attracting even more talent, including hybrid advisors, large OSJs and small-broker dealers,? said Morgan. ?SagePoint Financial has the industry?s leading technology, committed back office support and the open architecture platform today?s advisors need to grow their business, and I look forward to showing advisors the positive impact we can provide to their practice.?
SagePoint Financial, Inc. is one of the nation?s largest broker-dealers with over $25 billion in total account assets and nearly 1,800 affiliated independent financial advisors. Headquartered in Phoenix, SagePoint supports fee-based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. For more information, visit http://www.SagePointFinancial.com.
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SagePoint Financial, Inc.
Manager, Corporate Communications