A Multiple Generational Firm - Power of the Organization
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
In this episode, Mark Burns, our CEO, and Alex Burns, an advisor and Director of Digital Solutions, will be discussing the multigenerational firm we have at Synergy Capital Solutions.
Topics of discussion include:
· When Mark knew having a second generation in the team was an important asset to have.
· Alex Burns' journey into Synergy Capital Solutions and working with the generation one advisors.
· The benefits of a multiple generational firm for our clients.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.