RIA continues swift growth with addition of several new
advisors and expansion into South
Carolina.
BEACHWOOD, Ohio, May 21, 2024
/PRNewswire/ -- OneSeven, a prominent RIA dedicated to providing
advisors with transformative opportunities, proudly announces the
arrival of four esteemed advisors, expanding its nationwide
presence across 16 states and counting. Bernard Semon, Stephen
Shaffer, Tim Valentine, and
Christopher Lakian join OneSeven
from various regions of the United
States, enriching the firm's advisory services with their
diverse expertise.
Bernard Semon transitioned to
OneSeven on April 1st, assuming the
role of Portfolio Manager for Stratos Investments, a DBA of
OneSeven, based in El Paso, Texas.
With experience at Raymond James and Morgan Stanley, Bernard brings
valuable insights to portfolio management and financial
advising.
Stephen Shaffer, CFP®, AIF®, of
Yardley, Pennsylvania, joined Lake
House Private Wealth Management, a DBA of OneSeven, as Partner and
Director of Financial Planning on April
9th. Steve's specialization in serving high-achieving
professionals, particularly airline pilots, adds depth to
OneSeven's financial planning capabilities.
Tim Valentine, CFP®, APMA®, BFA™,
joined OneSeven on April 24th as a
Private Wealth Advisor in Canton,
Ohio. With a passion for building meaningful client
relationships, Tim's financial expertise and creative approach
enhance OneSeven's client-centric solutions.
Christopher Lakian, AIF®, became
part of OneSeven on April 26th as CEO
and Founder of Magnetic North Financial, a DBA of OneSeven, based
in Charleston, South Carolina.
With two decades of experience, Chris brings a wealth of knowledge
in financial services to his role.
"We are thrilled to welcome Bernard, Stephen, Tim, and
Christopher to the OneSeven family," said Todd Resnick, Co-Founder and President of
OneSeven. "Their varied expertise and profound insights enhance our
dedication to superior customer service, enabling us to deliver
personalized and effective financial solutions to clients across
the country. This underscores our unwavering commitment to
achieving excellence in every client interaction."
The addition of these accomplished advisors from various regions
underscores OneSeven's dedication to providing unparalleled wealth
management solutions to clients across the nation.
About OneSeven: OneSeven is not your typical financial
firm. Our mission is to make a meaningful impact in the world of
wealth management, where unique experiences are rare. With offices
now spanning 16 states and boasting 32 advisor teams, we're proud
to oversee over $4.3 billion in
assets under management (AUM). Our independent financial advisors
go beyond the numbers, striving to provide holistic and tailored
solutions for each client. We take the time to understand what
truly drives our advisors – their interests, long-term goals, and
aspirations. By becoming your trusted partners, we serve as
sounding boards for your ambitions, challenges, concerns, and
successes, aligning your practice to what really matters.
Brian Hart
Flackable
(866) 225-0920 ext. 101
brian@flackable.com
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SOURCE OneSeven