ORLANDO, Fla., April 27, 2011 /PRNewswire/ -- Capital Guardian Wealth Management announces the addition of a new independent office in Orlando and the addition of Financial Advisor William T. McCormac, III. McCormac has more than 25 years of private wealth consulting and management experience with firms including Bank of America, Janney Montgomery Scott, and, most recently with Cumberland Advisors.
McCormac's expertise in family wealth, retirement and estate planning was what drew him to Capital Guardian. "Because of the firm's sophisticated platform for alternative investments and financial planning tools, I am able to better serve my clients," he said.
Bob Hodges, Managing Director Florida - Private Client Group, said he is excited to have McCormac on the team. "His management experience and investment knowledge is a definite plus for our firm." Hodges and McCormac have actually formed a partnership to facilitate their financial planning efforts with current or soon to be retirees under the State of Florida Retirement Systems for municipal and state employees.
"Florida is a big state. Capital Guardian having or planning to have offices in all the major cities is a major draw when you are visiting with retirees throughout the state," said McCormac. He also said he looks forward to growing his downtown Orlando office and adding new advisors in the future.
"Adding Bill McCormac in Orlando is another indication that experienced and sophisticated advisors want to have a true partnership for themselves and their clients at Capital Guardian," adds Tony Montanari, CIMA®, Director of Business Development.
About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment firm with over 30 offices strategically located throughout the United States. Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of their clients. More information on Capital Guardian is available at www.capitalguardianllc.com.
SOURCE Capital Guardian Wealth Management