Andy Merchant Forms Team to Join VisionPoint Advisory Group
August 25, 2017
Wichita, KS — On September 1st, 2017 Andy Merchant began a partnership with VisionPoint that is aimed to continue to positively impact the financial success of his current and future customers.
“I am excited about our new business arrangement with VisionPoint” relates Andy Merchant, Financial Advisor. “Culturally, the fit is a good one as both of our organizations have financial advisors that are equally committed to first serving the needs of our private and business clients.”Our marketplace is changing, the ability to bring value and expertise will allow us to serve more customers to earn a greater share of business from each and every relationship” says Merchant. Jim Mars, Managing Partner of VisionPoint notes: “We are excited, this allows us to put an even stronger team on the field while leveraging the strengths of our respective operations.” Mars believes - “Customers demand that their advisors deliver both premier service and a premier team - this a yet another positive step toward continual improvement.”
“This partnership will not only give Andy more scale and efficiency it is going to give my customers the best of the best.” Clients will see a greater degree of service and expertise in the following areas:
- A larger dedicated service team of Customer Service Professionals
- An enhanced investment management and trading platform
- An experienced Team of Company Retirement Plan Consultants
- Personal and Business Risk Management Expertise
- Business Exit and Succession Planning Expertise
VisionPoint Advisors, founded in 1981, as an independent Registered Investment Advisor and financial services company with 35 advisors in 5 states and with three management offices located in Dallas Texas, Sioux Falls, S.D. and West Des Moines Iowa. Our advisors have been affiliated with LPL Financial since 2013.
For More Information Please Contact:
Andy Merchant, Financial Advisor email@example.com
James Mars, Managing Partner – TX, VisionPoint firstname.lastname@example.org