WESTPORT, Conn.--(BUSINESS WIRE)--RDM Financial Group at Hightower (RDM), a financial advisory practice headquartered in Westport, Connecticut is pleased to announce the promotion of Jeffrey Corliss as its new managing director and partner. Previously serving as executive director, Corliss will guide the practice through a transition in leadership while bolstering existing client relationships and attracting new clientele through his dedication and commitment to steadfast client service.
RDM’s tactical leadership transition is part of Founder Ron Weiner’s succession plan and comes on the heels of his decision to retire after leading the team for nearly 30 years. Corliss has been with RDM since 2013, and brings over 30 years of industry experience across the spectrum of financial services, investment and wealth management to the role. Corliss will continue to uphold RDM’s philosophy of holistic wealth planning while focusing on the development and implementation of company initiatives.
“I am extremely honored to take on this leadership position to guide our team as we continue to align our values with one goal in mind: helping our valued clients reach financial independence,” says Corliss. “When I joined Ron and RDM seven years ago I knew it was the right fit based on the client-centric culture he and the team built. And I look forward to perpetuating this legacy for the practice by being an advocate for clients, providing guidance and upholding the standards of integrity and honesty each client deserves.”
Corliss is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL). In addition, Corliss also holds his Series 7, 24, 53, 63 and 65 licenses.
ABOUT RDM FINANCIAL GROUP AT HIGHTOWER
RDM Financial Group is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC.