SAN ANTONIO, Jan. 14, 2015 /PRNewswire/ -- Investment Professionals Inc. (IPI), a leading provider of investment services to community banks, announced today the promotion of Brian Surovik to Senior Vice President of Products and Practice Management.
Promoted from Vice President, Director of Wealth Management, Surovik has over 13 years of experience in the brokerage industry. President and CEO, Jay McAnelly, comments, "We are honored to promote Brian to this new position. He is a wonderful asset to the IPI team and I am excited to see the positive impact this new position will have for our financial advisors and bank partners across the nation."
Surovik started his career with IPI in 2007. He has been an IPI Platinum Club producer in a community bank and Regional Director for over 75 financial advisors and 50 financial institutions. Before joining IPI, Brian managed a successful independent investment practice he built from the ground up. He will continue to oversee the Wealth Management and all product divisions within IPI. His new role will be to work with all IPI departments and partners to ensure an increasingly efficient advisor-friendly product platform and the effective utilization of new technology for IPI advisors. He holds FINRA Series 7, 63, 65, and 24 licenses and a B.S. from Southwest Texas State University.
About Investment Professionals Inc.
Investment Professionals Inc. (IPI) is an independent Texas-based investment, insurance brokerage and asset management firm specializing in the increase of ROA and ROE and the on-site delivery of investment programs for financial institutions across the United States. IPI currently partners with more than 140 financial institutions across the country, whose assets range from $50 million to over $10 billion. IPI has more than $8 billion under management for over 90,000 clients, has no debt and currently employs over 450 people. IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC. For more information about IPI and its professionals, visit www.invpro.com.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE. Securities and advisory services offered through Investment Professionals Inc. (IPI), a registered broker-dealer and registered investment advisor. Member FINRA and SIPC.
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