Amrish Patel and his team of advisors at Global Wealth Strategies has joined Independent Financial Group, LLC (IFG). Mr. Patel joins IFG from Mass Mutual and currently leads a team of six in his Scottsdale, Arizona office.
Independent Financial Group was named as a finalist for Wealth Management Magazine’s 2018 Industry awards under the Corporate Social Responsibility.
Independent Financial Group, LLC (IFG) has recently promoted Michael Watson to Vice President of Wealth Management. Mr. Watson will lead the efforts of the Advisory Consulting team and manage IFG’s wealth management technology platforms to include AccessPoint, MoneyGuidePro, and Auto-Pilot.
Sarah Kreisman has been hired as Chief Legal Counsel and VP of Compliance at Independent Financial Group, LLC (IFG). Ms. Kreisman will report directly to Managing Directors, Scott Heising and Joe Miller.
Independent Financial Group, LLC (IFG) was ranked #35 by revenue, according to Investment News’ latest report of its 2018 Top Independent Broker-Dealers. The firm ended the 2017 year with a total of $139.3 million in revenues, up by 13% over last year’s totals.
Independent Financial Group, LLC (IFG) has recently announced their 9.74 score out of 10 in Wealth Management Magazine’s annual broker-dealer report card ranking and survey.
Featured in Financial Advisor Magazine, April 2018.
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