Also, in the second paragraph, please delete the final sentence which reads: Additional financial advisors include: Seth G. Lindner, CFA, and William Velekei.
The corrected release reads:
DYNASTY FINANCIAL PARTNERS WELCOMES CONCANNON WEALTH MANAGEMENT, A $400 MILLION INDEPENDENT ADVISORY FIRM BASED IN BETHLEHEM, PA
Concannon Positions Firm for Future Expansion; Demonstrates Strength in Working with Franchise Owners
Dynasty Financial Partners is pleased to announce that Concannon Wealth Management has joined the Dynasty Network of Advisory firms. Concannon Wealth Management is an independent RIA managing $400 million in client assets and is based in Bethlehem, PA.
Led by Managing Partner Brad L. J. Griswold, Concannon Wealth Management is comprised of a team of talented professionals with deep experience in wealth management. The firm has five financial advisors and a total staff of nine. In addition to Mr. Griswold, Concannon’s Partners include Katherine M. Brown, CFP® and Dennis Morton, Jr. CFP®.
“As an independent firm for twenty five years, we were among the leaders in implementing open architecture to best serve our clients’ needs, starting in 1995—well before this became common practice in wealth management,” said Concannon Wealth Management’s Managing Partner, Brad Griswold. “Now, working with Dynasty Financial Partners, we are positioning our firm for future expansion and we will be capitalizing on advances in technology and investments on behalf of our clients. Our partnership with Dynasty will also enable us to seize opportunities to expand our distinctive business model.”
One area of specialty for Concannon is their expertise in working with McDonald’s franchise owners. Franchise owners require special support in business valuation, planning for liquidity events and investment management. Concannon will continue to use Schwab Advisor Services as their primary custodian partner. Dynasty Financial Partners will provide robust analytics and operational support that will allow the firm to continue delivering objective and personalized service at a high level.
“Brad and the team at Concannon have been in the forefront of the RIA movement since their launch twenty five years ago,” said Shirl Penney, Dynasty’s CEO. “We are proud to welcome the Concannon team as a Dynasty Network Advisory firm. We are looking forward to partnering with them to better serve their existing clients and to position their firm for future growth.”
Concannon will engage with Dynasty on building out their practice management including marketing and branding, and in streamlining their operations, investments and technology.
As the founder and Managing Partner of Concannon Wealth Management, Mr. Griswold has the responsibility of integrating the various disciplines, such as financial planning and client portfolio management into a cohesive strategy for Concannon's client. Being in practice for over twenty-five years has afforded him the experience required to navigate the difficulties and complexities of today’s financial world.
After attending Messiah College, Mr. Griswold attended the College of Financial Planning and holds a number of industry specific licenses, registrations and designations. In addition, over the years, he has been recognized by his peers and the investment community with a number of awards and accolades.
Currently, he serves as the Chairman of the Board for the Mount Washington Observatory whose mission is to advance our understanding of the Earth’s weather and climate.
Kathryn M. Brown, CFP®
Since joining Concannon Wealth Management in early 2003, Ms. Brown has played an integral role in the success of the firm. Her primary responsibilities within the firm are twofold: Serving as head of the financial planning group as well as Chief Compliance Officer.
She is a graduate of York College where she earned her degree in Economics and Finance. She then moved onto The American College where she completed the Financial Planning Certification curriculum and subsequently earned her CERTIFIED FINANCIAL PLANNER™ designation. In addition she holds a number of industry specific licenses and designations.
Currently, she serves on the Valley Youth House Board and is a member of the Estate Planning Council of the Lehigh Valley.
Dennis Morton, Jr, CFP®, ChFC®
Partner, Financial Consultant
Mr. Morton has been providing clients of Concannon Wealth Management with trusted advice in all aspects of their financial lives since arriving from Smith Barney in 2008.
He is a graduate of Loyola University, Maryland with a degree in History. He served as a Captain in the United States Army and was awarded the Bronze Star Medal for service in Operation Iraqi Freedom. Through The American College he completed the required curriculum to earn both his CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations.
He currently serves on the Board of Directors for the Allentown Symphony Association and the Forum for Ethics in the Workplace. He is Chair of the Investment Committee for the Diocese of Allentown and serves on the Finance Committee for Catholic Charities of the Allentown Diocese. He is also a member of the Rotary Club of Bethlehem.
About Concannon Wealth Management
Concannon Wealth Management was founded on the premise that by providing thoughtful financial advice and personalized portfolio management, both the client and the firm would be successful.
Over the years, the firm has grown in both size and scope, but the core values that were in place with the first client continue on today; a determination to pursue a course of action that places their clients first in everything they do.
Today, the firm provides financial planning and portfolio management services for clients from all walks of life. Regardless of their perceived differences, it is the firm’s desire to build long-term relationships and offer a professional team to help guide them through life’s financial complexities. For more information, please visit www.cwm.us.com.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
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