COLORADO SPRINGS, Colo.--(BUSINESS WIRE)--Accelerated Wealth LLC (“AW”) announced leadership appointments to strengthen its focus on governance and growth. Gregg Indovina, currently AW’s vice president of investment strategies, is promoted to the newly created role of Chief Investment Officer.
“Gregg brings a wealth of practical investment knowledge as a money manager and educator,” said Bill Walton (“Walton”), the CEO of AW. “He has all the skills and experience to enhance and expand our investment offerings while integrating them into AW’s Adaptive Retirement Planning process. He represents our core values extremely well and I am confident he is the right person to help AW pursue its strategic priorities and deliver on our clients’ expectations.”
With many years of financial services experience, Gregg began his career with Merrill Lynch as a financial adviser. He later founded WealthPoint Group with a suite of services to help investors live a wealthy lifestyle during retirement. In addition, Gregg has instructed thousands of students in the art of trading and investing around the world. Gregg will be relocating to Colorado Springs from Pittsburgh with his wife and two children.
Commenting on his appointment, Indovina commented, “AW has a talented and visionary team dedicated to helping our clients live the life of their dreams. I look forward to equipping our advisers with the best possible investment strategies for the benefit of our clients.”
Separately, Erik Nelson was recently appointed Chief Operations Officer, having served most recently as vice president of operations at Fidelity Investments in Boston. “Erik brings nearly three decades of operational, management and leadership experience to AW with a proven track record of building and leading high performing teams,” said Walton. He leads technology, operations and shared services working with all of AW advisers and offices to achieve operational excellence and better serve clients. Walton said, “The decision to create this position is designed to ensure that AW delivers on its strategy while accelerating execution.”
Erik began his career with Evergreen Investments and holds a bachelor’s degree in mathematics from Gordon College, Wenham, Massachusetts. He has relocated to Colorado Springs with his wife and daughter.
“These additions to an already talented team will help AW deliver on its growth strategy while strengthening our corporate governance and compliance commitments for the benefit of our advisers and clients,” said Walton.
About Accelerated Wealth (AW)
Accelerated Wealth LLC is a Colorado Springs-based independent wealth management firm dedicated to providing effective strategies to help its clients make wise financial decisions. AW’s business practices and culture are driven by its core values of faith, integrity, relationships, vision, excellence and being coachable. With 16 offices located in six states, the firm enjoys an A+ rating from the Better Business Bureau. AW, a Registered Investment Advisor registered with the U.S. Securities Exchange Commission, was recently named the “Best of the Springs 2017” by the Colorado Springs Gazette in the financial planning category.
For more information please visit www.acceleratedwealth.com