Washington Wealth Management Announces Addition Of Former Wirehouse Advisor With Approximately $100 Million In Total Client Assets

SAN DIEGO, Nov. 6, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commission-based independent advisor practices across the nation, today announced that veteran wirehouse advisor Nadia Dickinson has joined WWM. Ms. Dickinson has 30 years of industry experience and approximately $100 million in AUM at the time she joined WWM (Sept. 2014). Ms. Dickinson's newly formed practice, Dickinson Graham Capital Management, has affiliated with WWM as an independent practice based in Lancaster, CA.

With the addition of Ms. Dickinson's practice, WWM has now successfully recruited ten new advisory practices since its acquisition by NFP in March of this year. The addition of Ms. Dickinson, who joined WWM from Morgan Stanley, demonstrates the continued strength of WWM's flexible, turnkey offering for established wirehouse advisors who are seeking the freedom and benefits of independence.

Rob Bartenstein, CEO of WWM, said, "We are delighted to announce the addition of Dickinson Graham Capital Management to our platform. Ms. Dickinson's decision to maximize her firm's opportunities for growth and independence by joining our team further demonstrates the strength of WWM's platform, which enables exceptional former wirehouse advisors like Ms. Dickinson to expand their practices by transitioning seamlessly to the independent channel."

Led by Ms. Dickinson, Dickinson Graham Capital Management takes a holistic approach in providing a broad spectrum of financial advisory services, including insurance and estate planning, as well as financial planning, retirement planning, and wealth and investment management through WWM and NFP's broker-dealer. While Dickinson Graham Capital Management is primarily focused on servicing individuals and their families in California, it also represents clients throughout the United States.

Ms. Dickinson said, "I am thrilled to be joining WWM's platform, particularly at a time when Dickinson Graham Capital Management is expanding its staff to meet the demands of a growing client base. As I transition to independence, there was no better partner for both developing and growing my practice than WWM. WWM's turnkey multi-custodial platform, along with its unique understanding of the needs of successful advisors, will enable me to create a highly responsive, client-centered environment."

David Richman, WWM's Market Area Director for Southern California, said, "The announcement reflects our ongoing commitment to building a substantial presence in Southern California, and we are proud to have the opportunity to work with Dickinson Graham Capital Management during this phase of expansion for the firm. With a new, modern office in Lancaster, CA, Dickinson Graham Capital Management is well positioned for growth and success in partnership with WWM."

Mr. Bartenstein concluded, "The affiliation of Nadia Dickinson and her practice underscores how we continue to help former wirehouse advisors achieve the independence they need to expand their business. We look forward to assisting Nadia achieve her business objectives and goals through the turnkey practice management support, broad resources and deep operational expertise that WWM provides."

The Washington Wealth Management RIA is a wholly-owned subsidiary of NFP and operates under its own brand and leadership team within NFP Advisor Services, NFP's affiliated independent advisor-focused business group.

ABOUT WASHINGTON WEALTH MANAGEMENT
Based in San Diego, CA, Washington Wealth Management LLC (WWM) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. WWM was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm's platform is comprised of an independent RIA, and a multi-custodian offering, in association with NFP's independent broker/dealer, in order to provide its financial advisors with an open architecture platform and independence across both fee and transaction-based business models. WWM was named one of the 50 fastest-growing RIA firms by Financial Advisor magazine in its 2014 rankings, and was recognized by the Financial Times in its 2014 list of the top 300 RIA firms in the United States. WWM has offices in San Diego, Los Angeles and Orange County, CA; Westport, CT, Middleburg, VA and Salt Lake City, UT. More information is available at http://www.washwm.com.

ABOUT NFP
National Financial Partners Corp. (NFP), along with its benefits, property & casualty and life insurance, and wealth management businesses, provides diversified advisory and brokerage services to companies and high net worth individuals. NFP operates in three business segments. The Corporate Client Group provides corporate and executive benefits, property and casualty insurance, and retirement plans. The Individual Client Group provides retail and wholesale life insurance brokerage and wealth management advisory services. Advisor Services Group supports independent financial advisors by offering broker/dealer and asset management products and services. Most recently, NFP was ranked by Business Insurance as the fifth-largest benefits broker by global revenue, fourth-largest U.S.-based privately owned broker and 11th-largest Largest Broker of U.S. Business. Plan Sponsor has named NFP the fifth-largest executive benefits provider of nonqualified deferred compensation plans by number of plans. The company also operates a top 10 independent broker/dealer as ranked by WealthManagement.com.

Securities offered through NFP Advisor Services, LLC (NFPAS) member FINRA/SIPC.  NFPAS is affiliated with NFP and WWM.  Dickinson Graham Capital Management is not affiliated with NFP or NFPAS.  

Washington Wealth Management Media Contacts
Matthew Griffes / Michael Dugan
Haven Tower Group LLC 
 (206) 402-5853
[email protected] or [email protected]

SOURCE Washington Wealth Management LLC

Related Links

http://www.washwm.com