HIGHTOWER EXPANDS BALTIMORE PRESENCE: KELLY WEALTH MANAGEMENT ADDS THREE ADVISORS TO GROWING TEAM
CHICAGO, April 28, 2014 /PRNewswire/ -- HighTower announces that John Morgan, Brian Sabo and Jason Edelson will bring extensive wealth management skills and experience to HighTower's Kelly Wealth Management, strengthening the firm's Baltimore presence.
"HighTower's disruptive model of independence and transparency makes us the destination of choice for fiduciary-minded advisors like John, Brian and Jason," said Elliot Weissbluth, HighTower's CEO. "We provide teams like Kelly Wealth Management with valuable tools to accelerate their growth, including best-of-breed investment solutions and support from the collective HighTower partnership."
HighTower's Kelly Wealth Management, based in Hunt Valley, MD, exemplifies Baltimore's legacy of boutique wealth management and provides high net worth individuals, business owners, and institutional clients with long-term strategies that create and preserve wealth. The team bases its investment process on a fundamental valuation of assets and a thoughtful assessment of each client's goals, resources, time horizon, and tolerance to risk.
John Morgan, Brian Sabo and Jason Edelson were most recently with Wells Fargo Advisors, LLC in Baltimore and join HighTower's Kelly Wealth Management practice as Directors and Partners. At Wells Fargo, Mr. Morgan was Senior Financial Advisor and Managing Director, Investments; Mr. Sabo served as Financial Advisor and Vice President, Investments, and Mr. Edelson was Senior Vice President, Senior Private Banker. The three are transitioning $384 million in assets to Kelly Wealth Management, increasing the practice's total assets under advisement to approximately $1.3 billion.
"We are honored to welcome John, Brian and Jason to the team," said Leo J. Kelly III, Managing Director and Partner, Kelly Wealth Management. "This is an exciting time for our firm as we continue to evolve and expand. These new additions further our commitment to growing our practice to better serve our clients."
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HighTower is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors and comprehensive support for independent advisors sets us apart. See www.hightoweradvisors.com.