San Diego, CA (PRWEB) April 02, 2014
David S. Mowatt of Mowatt Financial has partnered with Independent Broker Dealer Girard Securities. Girard is a mid-sized firm recently honored as one of the top 10* Independent Broker-Dealer’s in the industry.
When asked why they chose Girard, David replied, “With the help of Jodie Papike and Cross-Search Broker Placement firm (http://www.Cross-Search.com), we searched for a broker/dealer that focuses on a personal approach to working with advisors. As a family owned and operated business, we offer a personal approach to our clients to achieve a custom tailored financial plan. We need a broker/dealer whose business philosophy closely matches ours and who can offer the right investment choices to our clients. We believe Girard Securities will offer us outstanding customer service, working diligently to provide solutions for our unique and diverse clientele.”
Mowatt Financial (http://www.MowattFinancial.com) is based in Englewood, Colorado, and David has been helping clients manage their finances for over 35 years. He and his wife Sherry, along with their 6 team members, assist approximately 200 families with over $500 million of client assets. Their philosophy revolves around recognizing that each client is unique and deserves a unique investment strategy.
“We’re thrilled that David, Sherry, and the whole team at Mowatt Financial chose to join the Girard family,“ said Girard CEO Susie Woltman-Tietjen. “High quality advisors like David who value a strong relationship with their broker/dealer will always be welcome here at Girard.”
A recent survey revealed that advisors at small to mid-sized firms (100-400 advisors, like Girard) were more satisfied than those working with larger firms*. According to David Bombart, VP of Business Development at Girard, “We’re seeing a trend of advisors leaving larger BD’s for firms that can provide a more personalized experience. Over the last 6 months, successful advisors from large firms like LPL Financial, Commonwealth, and Cetera have joined Girard for this very reason. We’re happy to have a reputation as the firm where advisors are treated like family.”
About Girard Securities
Girard Securities is one of the nation’s top 10 independent broker-dealers* with more than 250 independent advisors responsible for over $10 billion in client assets, and has recently won Laserfiche’s Run Smarter award for back office workflow. For more information about Girard visit http://www.JoinGirard.com. Member FINRA/SIPC.
*Source: Rep Magazine, WealthManagement.com 3/20/2014