Florence, SC – ​Signature Wealth Group (​an independent organization aligned with Raymond James Financial Services, Inc., member FINRA/SIPC) ​has opened an additional office in North Wilkesboro, North Carolina that specializes in assisting long-term investors in creating comprehensive financial strategies. In early March 2020, Signature completed the latest addition to their continually expanding footprint when they…

Read More

originally posted on MaximumAdvisor.com In a special episode of Maximum Advisor, host Chip Munn is joined by Bary Dedge, Chief Operating Officer and Sean Mullen, Executive Vice President of Growth Strategies, both of Signature Wealth Group to recap the 2019 financial industry conference season. Conferences provide valuable opportunities for networking, learning and professional growth. Bary and Sean join Chip to discuss…

Read More
sean_maximum advisor 01

originally posted on MaximumAdvisor.com Sean Mullen, Executive Vice President, Growth Strategies for Signature Wealth Partners, joins Chip to discuss his own journey as well as the most common complaints of junior advisors that ends up driving them into an independent practice. On this episode, Chip and Sean discuss the pitfalls of making the jump to…

Read More

Florence,  SC (November 4, 2019)— Signature Wealth Group (sigwealthpartners.com) has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of…

Read More

originally posted on EnvestnetInstitute.com Envestnet advisors Ed Swenson & Sean Mullen talk about client questions and requests at both of their firms. WATCH HERE: http://media.licdn.com/embeds/media.html?src=https%3A%2F%2Fplayer.vimeo.com%2Fvideo%2F273777616%3Fapp_id%3D122963&url=https%3A%2F%2Fvimeo.com%2F273777616&type=text%2Fhtml&schema=vimeo

Read More
mindy diamond_media

originally posted on Diamond-Consultants.com/ Most think of “breakaways” as those who leave the wirehouse world in search of greater freedom and flexibility and to create their own independent practices. It’s also common for these folks to focus initially on organic growth, then consider acquisitions down the road. The guest in this episode took a different…

Read More

originally posted on PFIadvisors.com Sean Mullen, who has experience in both dual-contract and single-contract environments, points out that regardless of an RIA’s size and investment allocation to a particular manager, single-contract SMAs offer benefits to both advisors and clients that should be considered.  Sean states, “With single-contract SMAs/UMAs, all investment managers are placed into one custodial account…

Read More
onwallstreet_media

Originally posted on onwallstreet.com Signature Wealth Group intends to ride that breakaway wave. “Right now, we are currently having discussions with advisors at both wirehouses and regional BDs and anticipate adding multiple locations later this year,” Munn says. “Our principal footprint is in the Carolinas and the border states, but we have also had preliminary…

Read More
scnow_media

Originally posted on scnow.com FLORENCE, S.C. — In a move that expands its locations and resources, Signature Wealth Group, an independent organization aligned with Raymond James Financial Services, Inc., has added an additional office in the upstate of South Carolina, bringing with it more than 150 years of experience to lead a division that will…

Read More