2014

Capital Guardian, LLC Adds Two More Independent Teams Charlotte Based Firm Continues Growth of Independent Business

CHARLOTTE, N.C., July 23, 2012 /PRNewswire/ -- Two independent teams from Woodbury Services Inc., the broker dealer of The Hartford Financial Services Group, have joined the independent channel of Capital Guardian, LLC.  Ed Kirkland, the founder and President of Ed Kirkland and Company and Dianne Odom, the founder and owner of Dianne Odom, CPA, have a combined 40 years of comprehensive financial planning experience for individuals and corporations.

"After extensive due diligence, we selected Capital Guardian for their cutting edge technology, asset management platform and innovative management team.  This combined with our staff and 'in-house' seasoned portfolio manager, affords us the opportunity to help our clients meet their current and future financial goals," stated Mr. Kirkland.

Based out of Charlotte, North Carolina, Capital Guardian has capitalized on the current volatility in the broker-dealer marketplace, allowing it to grow its independent channel throughout the year. The firm's nationwide independent channel President, Brian Chapman said, "We are extremely pleased with the opportunity to have Ed and Dianne join this world-class institution. Having worked with them over the past several years they are a known entity, with an outstanding track record of serving their clients beyond expectations."

Ms. Odom added, "We are excited about our long-term alignment with Capital Guardian as it will enhance our ability to serve our clients at a level we expect and one our clients deserve."

Capital Guardian, LLC is a boutique wealth management firm with offices throughout the United States. Capital Guardian advisors and their clients have access to an open architecture platform, personalized client support, global resources and an innovative management team.  The firm's mission is to liberate and empower investors and advisors.  It's headquarter office is located at 1355 Greenwood Cliff, Suite 250, Charlotte, North Carolina, 28204.  For more information, please contact Brian Chapman at (704) 705-1875 or visit www.capitalguardianllc.com.

Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.

Contact:
Brian Chapman
(704) 705-1875

SOURCE Capital Guardian, LLC



RELATED LINKS
http://www.capitalguardianllc.com

Custom Packages

Browse our custom packages or build your own to meet your unique communications needs.

Start today.

 

PR Newswire Membership

Fill out a PR Newswire membership form or contact us at (888) 776-0942.

Learn about PR Newswire services

Request more information about PR Newswire products and services or call us at (888) 776-0942.