Another Advisor Joins Avant-Garde Advisors in California
San Luis Obispo, CA (PRWEB) April 16, 2015 -- Avant-Garde Advisors LLC, a wholly owned subsidiary of Avant-Garde Wealth Management Inc., is proud to announce the addition of industry veteran, Ryan Morelli. Ryan is an Independent Wealth Advisor who has been helping his clients plan for retirement since 1997 and will expand the firm's presence in Southern California. “We have built a model that allows advisors to keep clients as their top priority while they grow their practice,” said Jon Dubravac, Avant-Garde’s CEO. "Ryan has well over a decade in the independent space, and the fiduciary role that he has taken with his clients is evident with not only the customized retirement solutions that he provides, but the relationships that he has with them. He will do very well here.”
Ryan holds a Bachelor’s Degree in Business and Economics from the University of California Santa Barbara. He began his career at a major investment firm, and in his first year in the industry he was recognized with a national award given annually to an exceptional advisor within the top 1%. Morelli joins Avant-Garde from Capital Markets IQ where he founded Secure Retirement Solutions. There, Ryan was able to put his clients’ interests first at all times, offer a variety of services and products, and help clients work toward a more secure retirement. “I wanted to join a group of professionals to network and exchange ideas with, while still remaining independent,” Morelli said. “I love the support and service that Avant-Garde’s team offers, plus having access to some of the best technology in the industry was vital to serving my clients while also helping me grow my business.”
Eric Patton, Avant Garde Advisors, http://www.avantgardewm.com, +1 (303) 900-1373, [email protected]
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