Charlotte, NC, November 26, 2014 --(PR.com
)-- Local financial advisory firm, Hobart Financial Group, announced today the addition of several new roles to its firm headquartered in Ballantyne. Corey Sunstrom and Melissa Colley have joined as associate advisors and Karen Holland has entered into a strategic partnership with Hobart.
“With a team of extremely knowledgeable advisors and staff, and our relentless focus on providing the highest touch service possible, we’ve experienced tremendous growth this year,” comments Chris Hobart, owner and senior wealth advisor at Hobart Financial Group. “The growth supported the need for additional exceptional talent – and I believe that success tends to attract other successful people, both as investors and as advisors. As a small business owner, it’s so rewarding to see hard work paying off.”
As associate advisors, Corey and Melissa will focus on comprehensive management of Hobart’s clients, including annual reviews, investment updates, and income planning. Offering financial planning counsel spanning from investments and insurance to retirement, they will also prepare & implement customized financial plans. They will utilize the Hobart approach to grow clients’ assets and preserve gains via a highly specialized, managed-risk advisory style.
Karen and her associates will employ the Hobart endowment model concept, which adds a top wealth management platform to her business. And her insurance planning services will broaden Hobart’s existing offerings. With a background in insurance and financial strategy planning, her expertise lies in life insurance, pension planning, key-man policies, group benefits, annuities, IRA-rollovers and 401k rollovers.
“As we grow, we will continue to provide the expertise of Wall Street, but the customization and personal touch of a boutique firm,” says Chris Hobart.
To schedule a time to discuss your financial future with one of these individuals, call 704.553.0123.
About Hobart Financial Group
Hobart Financial Group is an independent financial advisory firm dedicated to personalizing service with uncompromising integrity. Its focus on comprehensive, tax-advantaged plans help to provide sound preservation of capital, growing income and increased returns with reduced risk. Chris Hobart, founder of Hobart Financial Group, understands that true wealth means being able to share your life with the people you love, free from financial anxiety. Hobart Financial helps Carolinas’ retirees preserve and protect their wealth with comprehensive financial retirement planning and wealth management.