BOSTON, Dec. 14, 2017 /PRNewswire/ -- Financial advisors Michael McGuire, LUTCF, Jacob Millen, and Jonathan Dolin have formed an independent financial advisory firm, Valor Wealth Management, and affiliated their practice with Keystone Financial Management and Keystone's broker-dealer, Signator Investors, Inc.
With combined financial services experience of more than a quarter-century, and over $200 million in assets*, McGuire and Millen established Valor in Easton, Pennsylvania, with a mission of helping individuals, business owners and public corporations enhance and preserve their wealth, navigating market changes and economic swings with a consistent, informed, client-centric strategy.
McGuire said he and Millen had been looking for ways to offer their clients a wider array of top products and services, access to technology, and a strong, stable foundation that will help their practice grow and serve clients for generations to come. "We believe we've found that by launching Valor, and in working with Keystone and Signator. We think this is a win-win for our clients and the firm."
Millen added that "Keystone and Signator share our customer-centric values and business philosophy."
"The Valor team is the kind of experienced, forward-thinking group of professionals we want to work with," said Chris Maryanopolis, President, Signator. "Independent advisors like Mike, Jake and Jonathan are looking to provide the best products and services for their clients, while they look to manage their own business for future generations. We are excited to welcome them to Signator."
McGuire earned a bachelor's degree in economics from the University of Pittsburgh, and Millen earned a bachelor's degree in business administration from Moravian College.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and more than 2,000 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/.
Securities and investment advisory services offered through Signator Investors, Inc., member FINRA/SIPC, a registered investment adviser. 197 Clarendon St., Boston, MA 02116
*Assets include mutual funds, annuities, brokerage, and advisory assets
SOURCE Signator Investors, Inc.