Advisor Group Taps Shannon Larson and Daniel Aguillon to Bolster Wealth Management Team

PHOENIX, Nov. 9, 2017 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent financial advisory firms, comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial Services, today announced the appointment of Shannon Larson, Senior Vice President, Product Management and Development and Daniel Aguillon, Vice President, Digital Platform Manager.

In her new role as Senior Vice President, Product Management and Development, Larson will be responsible for establishing the strategic direction of Advisor Group products to ensure that they are aligned with defined organizational priorities to support the wealth management needs of all clients from high-net-worth to small account solutions. In her new role, she will work to ensure the continued access, development, and delivery of holistic financial planning solutions, such as brokerage and advisory products to deliver on goals-based client outcomes.

Larson is joining the team from investment management firm Eaton Vance, where she held the position of Vice President, Senior Global Relationship Manager. In this role, Larson worked with large independent broker-dealers, third party asset managers and financial institutions to expand distribution and drive market share growth. Prior to this, Larson held positions at Cetera Financial Group and LPL Financial, where she helped lead the development and marketing for all of LPL's advisory platforms including the building of LPL's Model Wealth Portfolios program.

"Advisor Group has developed a robust reputation as a trusted resource for advisors, while simultaneously cultivating a strong internal culture that is widely regarded throughout the industry as the gold standard in promoting female professional development and leadership," said Larson. "This ethos of inclusiveness and constant self-reflection translates to exceptional client service and innovation, which resonates with a professional like me whose career has been largely driven by the question, 'how can I help advisors make better decisions for their clients?' At Advisor Group, I'm able to lead a team that is not only asking, but creating tangible answers to, that same question every day."

As Vice President and Digital Platform Manager, Aguillon will be responsible for working across Advisor Group's technology stacks and aligning digitization strategy for both advisors and consumers. In this role, Daniel will be collaborating with custodians, overseeing legal procedures, forms and processes to help improve the experience for both the customers and the advisors.

Aguillon joins Advisor Group from LPL Financial, an RIA custodian and independent broker-dealer. At LPL, Daniel oversaw the development of Guided Wealth Portfolios, LPL's first algorithmic digital advisory platform, and designed the advisor-intermediated model and operational workflows necessary to support it. He was also a recipient of the LPL Financial Service Excellence Award in 2017 and the LPL Financial Chairman Award in 2016.  

"Advisor Group's strong emphasis on technology and innovation is clearly embraced organization-wide, and represents a compelling opportunity for me to make a difference," said Aguillon. "The Company's commitment to producing best-in-class products for advisors is evident, and I'm looking forward to playing an integral role in advancing Advisor Group's invaluable technology offerings."

"Advisor Group is passionate about priming independent advisors for success, which in large part means providing them with digital tools and competitive products that give them an acute advantage in an increasingly complex marketplace," said Advisor Group CEO Jamie Price. "Shannon and Daniel's combined experience in the independent advisory world represents a tremendous asset. We are confident that both will be a valuable addition to the Advisor Group family."

To learn more about Advisor Group, visit www.advisorgroup.com. For media inquiries, contact [email protected].

About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $190 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.

SOURCE Advisor Group, Inc.

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