RICHMOND, Va., Dec. 20, 2016 /PRNewswire/ -- Equity Concepts, a comprehensive financial services firm, announces the addition of Wealth Manager G.F. "Penn" Pendleton III. In his new role, Pendleton will be partnering with the Equity Concepts' wealth management team of Shannon Carter, MBA, CFP, and Jinette Chiappetta, CPA, who will work alongside him and his clients.
Pendleton brings substantial experience to the firm, with more than 40 years in banking, investments and insurance. Adding depth to Equity Concepts' already robust services, Pendleton will work with clients to help them navigate their financial planning landscape.
"We couldn't be happier to have Penn join our Equity Concepts family," said Carter. "His knowledge, work ethic and attitude will not only enhance the client experience, but our firm as a whole."
Prior to joining Equity Concepts, Pendleton spent more than 16 years as a principal and director of Clark/Bardes. Over the span of his career, he's worked with banks and private and public companies to design and implement non-qualified retirement plans. He's been a member of the National Bankers Association, and in 2006, was the recipient of the Donald H. Alexander Trailblazer award for distinguished service to the minority-owned banking community.
"I feel blessed with the opportunity to share my skills with the Equity Concepts organization," said Pendleton. "Its philosophy and vision truly resonates with me and my own goals."
Outside of work, Pendleton enjoys spending time with his family and traveling. He is an elder of Third Presbyterian Church and serves on boards, including CHAT (Church Hill Activities and Tutoring) and the national board of the Navigators.
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About Equity Concepts: Equity Concepts was founded in 1991 as a financial services firm focused on exceptional service and institutional investment access. This strategic focus allows Equity Concepts' clients to gain the most from a relationship with the firm. Equity Concepts provides comprehensive investment and financial services to individuals, families, businesses and institutions. To learn more about Equity Concepts, please visit www.equity-concepts.com.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/ SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Equity Concepts LLC and are not affiliated.
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