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RIA News: Heffernan Acquires RIA in AZ & Names New EVP
- 00 mins 54 secs
Heffernan Financial Services is growing its wealth management capabilities in the Grand Canyon State with the purchase of Ascendant Financial Solutions. The Arizona RIA’s founder, JD Hoyt, created Ascendant in 1990 and he joins Heffernan as Executive Vice President.
Channel:
RIA TV
People:
JD Hoyt
Companies: Heffernan Financial Services. Ascendant Financial Solutions
Topics: RIA, Wealth Management, Financial Advisors, News,
Companies: Heffernan Financial Services. Ascendant Financial Solutions
Topics: RIA, Wealth Management, Financial Advisors, News,
Heffernan Financial Services is expanding its presence in Arizona and buying Ascendant financial solutions, the R A with offices and Flagstaff Phoenix and MESA specializes in comprehensive services including investment consulting, wealth transfer, wealth protection and compliance. J D Hoyt founded Ascendant more than three decades ago and he joins Heffernan as executive vice president
Blake Tat, managing director of Heffernan Financial Services commented in the release J D is a well known and respected independent advisor in Arizona and we're fortunate to add to the team with the caliber that he offers.
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