FOR IMMEDIATE RELEASE
October 1, 2014
MOWATT FINANCIAL JOINS INDEPENDENT FINANCIAL GROUP, LLC
David S. Mowatt and his team transition to America’s Finest Broker-Dealer
San Diego, CA – Independent advisory firm, Mowatt Financial Inc., has selected Independent Financial Group, LLC as their new broker-dealer.
“We decided to affiliate with IFG because they maintain their commitment to excellence and deliver on their promises,” explains David S. Mowatt, Founder and President of Mowatt Financial. He continues, “Sherry and I felt that IFG’s thriving business model would be a good fit for our growing business.” He adds, “Additionally, the genuine, personal approach with which they manage the firm sets the stage for a successful long-term relationship.”
“We are excited to welcome David and Sherry Mowatt to the IFG family,” comments David A. Fischer, CMO and Managing Director of the firm. He continues, “David and Sherry’s commitment to their clients and their staff aligns perfectly with IFG’s mission and values.” He adds, “Many broker-dealers have a tendency to overpromise and under deliver. We are pleased that we are able to meet all of Mowatt Financial’s needs. Mowatt Financial and IFG share a common comprehensive approach to doing business – always doing the right thing, working with integrity. It is truly a perfect fit.”
About Mowatt Financial
With over 37 years of experience, Mowatt Financial in Englewood, Colorado provides their clients with full-service traditional financial solutions. Their goal is to help clients reach for their dreams through a steady, well planned approach to investing. David S. Mowatt serves as President of the firm and employs seven additional staff members, including his wife of 36 years, Sherry. David Mowatt has been a top-10 advisor in the financial industry for more than 20 years. To learn more about Mowatt Financial, visit www.mowattfinancial.com.
About Independent Financial Group, America’s Finest Broker-Dealer ®
Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports more than 550 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years and won acclaim in 2006 with their #1 rank on the list. Their notable success has been recognized in numerous financial services industry publications and most recently, received a #4 ranking and 9.6 score in REP. Magazine’s Independent Broker-Dealer Report Card. Independent Financial Group has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. IFG celebrated its 10th anniversary in 2013, ending the year
with a record $96.6 million in total revenues.