Addition of Jason
Hawn, Timari Robison and
Travis Boak comes after 2023's
successful launch of the Bridge Marketplace curated advisor
database
CHARLOTTE, N.C., July 30,
2024 /PRNewswire/ -- Bridgemark Strategies, the
comprehensive independent consultancy for financial advisors and
financial advisory firms seeking strategic planning, execution and
advice in transitions and M&A, today announced an expansion of
its deeply talented bench with the addition of Jason Hawn, Timari
Robison and Travis Boak as
recruiting consultants.
"For advisors in motion, leveraging the expertise of
professionals with keen insights into the industry's landscape and
players is essential to making the right decision about their
future," said Jeff Nash, CEO and
co-founder of Bridgemark Strategies. "The addition of Jason, Timari
and Travis enhances our comprehensive recruiting, onboarding,
transition, succession planning and business consulting expertise.
Their experience across the independent, bank and wirehouse
channels is a great complement to our strong team."
Over 50 Years of Collective Experience
The trio of executives bring a combined 50 years of recruiting
experience garnered at leading enterprises in the wealth management
industry to Bridgemark.
- Jason Hawn, Managing
Director, Philadelphia-Area
- A 17-year industry veteran, Hawn was a top-producing
recruiter at Ameriprise Financial, where he helped transition some
of the largest teams in the company's history. He spent 13 years
with Mainstay Investments and Hartford Funds/Planco, where he
serviced wirehouse, independent broker-dealer, RIA and Bank
advisors nationwide as a wholesaler. Hawn graduated from the
Bloomsburg University of Pennsylvania
with a B.S. in business marketing.
- Timari Robison, Managing
Director, Houston-Area
- Robison spent 25 years with Ameriprise, with over half of her
tenure focused on Experienced Advisor Recruiting. Most recently,
she led the Women Recruiting efforts across all three Ameriprise
platforms setting firm-wide records. Robison studied international
relations at the University of
Minnesota.
- Travis Boak, Senior
Vice President, Recruiting, Asheville,
North Carolina-Area
- Boak was Cetera's Regional Director, Business Development prior
to joining Bridgemark. He has held sales positions with Black Creek
Capital Markets and Transamerica. He earned his bachelor's degree
in political science from Michigan State
University.
Founded in 2013, Bridgemark Strategies has grown to 16
advisor-facing recruiting and business development specialists. It
has worked with thousands of financial professionals and supported
the successful transition of financial practices representing
billions in assets annually. To help address demographic trends
impacting the wealth management industry and help solidify the
firm's position as a pre-eminent transition consultancy, last year
the firm expanded its offerings to include Bridge Marketplace, a
no-cost, curated database of financial advisory owners looking to
add next-generation advisors to their firm.
"The only constant in the wealth management space is change. To
maximize long-term success, professionals must stay ahead of the
curve while navigating an increasingly complex landscape. They need
custom strategies and solutions informed by a hard-earned
understanding of critical technologies and industry trends,"
concluded Nash. "Mistakes are costly in terms of time, money and
reputation. At Bridgemark Strategies, our focus on Feel, Fit,
Financials™ puts our clients on the path that's right for
them."
About Bridgemark Strategies
Bridgemark Strategies is a financial advisor-centric consulting
firm specializing in supporting financial advisors and advisory
firms evaluating changing broker-dealers or selling or merging
their business.
With unparalleled relationships built over multiple decades
across the widest possible spectrum of firms throughout the retail
financial advice industry, Bridgemark Strategies is focused on
serving the best interests of their clients by helping them to
understand both their short-term and long-term goals, finding a
partner that best supports those goals and then executing on that
plan. From consulting with advisors on broker-dealer decisions, to
comprehensive M&A and succession planning, Bridgemark serves as
a valued partner that saves its clients time and money. For more
information about Bridgemark Strategies, please
visit https://www.bridgemarkstrategies.com.
Media Contact:
Donald C.
Cutler
Haven Tower Group
424 317 4864
dcutler@haventower.com
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SOURCE Bridgemark Strategies