AdvicePeriod Expands Footprint With New Office in Texas

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The innovative wealth management firm adds Nick English as a Partner Advisor in Dallas.

In the face of disruption, many legacy firms are retreating and resisting innovation. A lot of tech-enabled advisors are mindful of the changing landscape, though, and we’re here to welcome them with open arms.

AdvicePeriod, a national advisory firm built for advisors, by advisors, is pleased to announce the addition of Nick English as a Partner Advisor.

Prior to joining AdvicePeriod, English spent the past twenty years advising high net worth clients. “Nick is exactly what we look for in an advisor,” says Matt Lovejoy, Head of Business Development at AdvicePeriod. “He has the experience to know what really matters to his clients and the judgment to see that the current model is not delivering it. He shares our mission to reinvent wealth management.”

“I am excited to make AdvicePeriod my new home,” shares English. “Their forward-looking approach is exactly what I need to meet my client’s expectations, now and in the future.”

Lovejoy adds, “Nick’s story isn’t unique. In the face of disruption, many legacy firms are retreating and resisting innovation. A lot of tech-enabled advisors are mindful of the changing landscape, though, and we’re here to welcome them with open arms.”

AdvicePeriod, which was just awarded Thought Leader of the Year at the 2019 WealthManagement.com Industry Awards, has attracted advisors from coast to coast. More announcements from the firm are expected in the coming weeks.

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Jonathan Row
@AdvicePeriod
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