PALM SPRINGS, Calif.--(BUSINESS WIRE)--The month of February brought two wirehouse breakaways to Integrated Wealth Management. Jim Bray, CFP® joined the firm as Senior Vice President & Financial Advisor and Ryan Delaney, CFA®, joined the independent wealth management and financial advisory firm, as the Chief Financial Officer. Both Jim and Ryan bring with them years of financial services experience, bringing Integrated Wealth Management’s addition of wirehouse breakaways to ten since November 2013.
“I am so proud that Integrated Wealth Management is attracting such top talent,” said Jim Casey, Integrated Wealth Management President and CEO. “We are focused on providing our advisors with the infrastructure, support and freedom to run their business efficiently, while allowing them to keep their clients at the heart of their practice. Our advisors enjoy a different alternative to what is being offered currently in the industry.”
Jim Bray, CFP®, is the ninth wirehouse breakaway advisor to join Integrated Wealth Management since November 2013. He brings over 10 years of experience and $120 million of client assets. Jim, formerly Senior Vice President-Investments at Wells Fargo Advisors, joined the independent wealth management firm’s Newport Beach office on Friday, February 13, 2015. Prior to his tenure at Wells Fargo Advisors, Jim was Vice President at Morgan Stanley.
“I asked myself, ‘what’s the most important thing to me in my practice?’, and in my opinion, it’s my clients and the confidence they put in me,” Jim Bray said. “I feel that independence offers me the ability to be 100% client focused with all of my decision making. My clients come first, and my move to IWM allows that to always remain my priority.”
Ryan Delaney, CFA® began his career in financial services in 1995, and has worked in a variety of capacities that range from research to sales to risk management. Most recently, he worked in Morgan Stanley’s Alternative Investment Group. Prior to Morgan Stanley, Ryan spent 15 years in the hedge fund and fund of funds industry helping build alternative investments portfolios for clients.
These additions to Integrated Wealth Management further highlight the change in the financial services industry, and how Integrated Wealth Management is an alternative option for those advisors looking to go independent. The firm’s unique partnership model, based in advisor ownership, further distinguishes itself with competitive payout structures, marketing freedom and support, and technology.
Integrated Wealth Management also launched their new “We Are You” advisor education site. The “We Are You” website was built as an education platform designed for advisors evaluating the independent model. Interested advisors are encouraged to visit www.WeAreYou.info to learn more.
About Integrated Wealth Management: Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing a high level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. The full-service firm, founded in 1995, has offices in Palm Springs, CA, Palm Desert, CA, Newport Beach, CA, Boise, ID, and Anchorage, AK and provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. For more information: www.IWMgmt.com or 866-888-6563 x. 113 or www.facebook.com/IWMgmt.
Provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and experience of advisory personnel. Form ADV publicly available: www.adviserinfo.sec.gov.