Jeff Diamond & Zachary Morris launch Paces Ferry Wealth Advisors and join tru Independence Platform
ATLANTA, Oct. 9, 2018 /PRNewswire/ -- Paces Ferry Wealth Advisors was launched on September 20th 2018 and is the latest financial advisory team to leverage the tru Independence platform. Under the leadership of Founders Jeff Diamond and Zachary Morris, the Atlanta, Georgia based firm offers independent wealth management services and financial advice through a client-centric, transparent and independent approach. Paces Ferry Wealth Advisors advises to over $200 million of assets under management.
Diamond and Morris have over 40 years investment and wealth management industry experience. Prior to founding Paces Ferry Wealth Advisors, Diamond and Morris were part of The Diamond Morris Group at J.P. Morgan Securities, a wealth management division of J.P. Morgan, where Jeff Diamond served as a Managing Director and Zachary Morris served as a Financial Advisor. They are joined at Paces Ferry Wealth Advisors by Senior Client Associate Connor Jabs.
Paces Ferry Wealth Advisors serves high-net-worth individuals, entrepreneurs, business owners, company executives, foundations and institutions through a combination of active and passive investing, independent research, best-in-class technology, and a rigorous analytical framework. Diamond and Morris place an emphasis on creating a special advisor relationship with their clients by utilizing their combined experience and unique perspective to help clients achieve their financial goals and secure a stable financial future.
"Creating a highly-personalized and elevated client experience is the foundation of our culture at Paces Ferry Wealth Advisors. We really like to get to know our clients and as an independent firm we have the freedom and flexibility to tailor our services to ensure the maximum benefit for them," said Jeff Diamond. "At Paces Ferry Wealth Advisors we look to align our values with those of our clients and provide invaluable support and guidance on their journey towards their financial goals. Similarly, we are partnering with third-party resource vendors that share similar values to the ones Jeff and I are instilling at Paces Ferry Wealth Advisors. We chose to partner with tru Independence because of their honesty, transparency and the best-in-class financial support services they offer," added Zachary Morris.
Founded in 2014, tru Independence supports advisors in many aspects of middle and back office support. The firm serves a variety of accomplished financial advisors allowing them to focus on their clients and grow their businesses.
"We have been impressed with how much due diligence Jeff and Zach put into understanding the independent space. Holding themselves to the higher fiduciary standard for their clients drove the process and their decisions. We celebrate Independence Day with them!" said Craig Stuvland, President/CEO of tru Independence. "The Paces Ferry team are natural partners for us at tru Independence. Their passion, integrity and thorough approach to helping their clients has allowed them to create a successful client-centric firm that really makes them stand out," added Craig Butler, Managing Partner of tru Independence, who is based in Atlanta, GA.
For media inquiries, please contact Tony Kono at (646) 922-7767 or [email protected].
About Paces Ferry Wealth Advisors
Paces Ferry Wealth Advisors is an Investment, Wealth Management & Financial Advisory firm based in Atlanta, Georgia. The Paces Ferry model was founded by Jeff Diamond and Zachary Morris with a focus on serving high-net-worth individuals, entrepreneurs, business owners, company executives, foundations and institutions through a highly-personalized, independent and client-centric approach. For more information, please call 404-480-5200 or visit www.pacesferrywealth.com.
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for wealth management firms seeking independence and current RIA firms looking to maximize their core strengths. The firm diligently focuses on and invests in three core disciplines - business consulting, investment consulting and a commitment to drive new business to their partner firms.
To deliver open architecture solutions tru Independence leverages their intellectual capital, robust platform and its relationship with best in class vendors/providers. The company's consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by maintaining a majority interest in their firm. Drawing upon decades of industry experience, tru Independence is dedicated to ensuring its partner advisory firms maximize their enterprise value by adhering to the highest level of fiduciary care for their clients. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.
CONTACT:
Tony Kono
JConnelly
(646) 922-7767
[email protected]
SOURCE Paces Ferry Wealth Advisors
Share this article