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Advisor2X Welcomes Andrew Wexler as Director of Business Development

The seasoned industry veteran will lead the company’s growth effort

WILMINGTON, N.C.--(BUSINESS WIRE)--Advisor2X (A2X), delivering online shows and live events designed to help financial advisors grow their practices, announced today the appointment of Andrew Wexler as its new Director of Business Development.

With a career spanning 25 years, Andrew brings a wealth of industry experience to his role, joining the team from Matrix Financial/Broadridge Fi360, where he led the marketing division. In his new role, Andrew will spearhead the company’s business development initiatives, leveraging his extensive knowledge to drive growth and foster strategic partnerships. He will report directly to Trey Dowdy, Advisor2X’s Chief Financial Officer (CFO).

"We are excited to welcome Andrew to Advisor2X,” said Ross Marino, Founder & CEO of Advisor2X. “He brings a unique blend of skills and insights that perfectly complement our company's vision. With a track record of driving innovation, Andrew will play a key role in our continued growth, and we look forward to the positive impact he will undoubtedly have on our team and advisors."

Andrew’s extensive experience supporting advisors provides him a unique understanding of the challenges they face in the current market environment amidst ever-evolving client needs. As Advisor2X’s flagship events – SHIFT and Wealth@wor(k) – center around helping advisors implement human-first concepts in their practice management, Andrew’s industry insights gleaned from his time at Matrix/Broadridge Fi360 will help guide Advisor2X through the necessary strategic planning and execution to continue along its growth trajectory.

“Having partnered with Andrew many times since the early days of my career, I can attest to his energetic, enthusiastic, and positive attitude, which aligns seamlessly with our firm’s culture,” said Lisa Allen, Chief Revenue Officer at Advisor2X. “I am confident his skills and perspectives will significantly contribute to our company's strategic objectives, fortifying our position in the industry.

Andrew holds an undergraduate degree from Ohio State and an MBA from LaSalle University. His academic achievements are complemented by a robust set of professional credentials and certifications.

To learn more about the Advisor2X team and how they support financial professionals, visit https://advisor2x.com/.

About Advisor2X:

Advisor2X reflects the industry's shift towards a more holistic approach, championing Human-first Financial Guidance®. Specializing in online shows and live events, Advisor2X invites advisors to explore transformative concepts and emphasizes the importance of individualized financial solutions.

Contacts

Kelly Waltrich
610-304-6538
kelly@growintentionally.com

Advisor2X


Release Versions

Contacts

Kelly Waltrich
610-304-6538
kelly@growintentionally.com

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