“When you team up with the right partners, and have the right infrastructure, you don’t have to be all the things,” Burns states. “It gives you the capacity to focus on what’s most important to you and your clients.”
SACRAMENTO, Calif. (PRWEB) August 06, 2020
To say Burns, Toussaint & Associates has been busy during the pandemic would be an understatement. While other financial offices struggled to find their equilibrium during a volatile quarter, BTA found themselves in a season of unprecedented growth, both personally and professionally.
Since the Seattle-based firm opened its doors last year, they have continued to evolve. In addition to purchasing commercial real estate that they will move into in December, the team also acquired new trading and client service technology, while simultaneously rebranding their marketing efforts. They even brought on a new team member, James Gillingham, a CFP who joined both LPL and their team last month from Morgan Stanley.
With over 18 years of industry experience and expertise with investment operations, Wesley Burns and Antoine Toussaint saw Gillingham as the ideal addition. “We’ve always grown organically,” Toussaint says. “And the relationship with James felt like it fell into our laps.” For Gillingham, the choice was equally organic: he wanted to join a solid team to better service his clients. He was impressed by BTA’s service model, their commitment to comprehensive planning being that each team member is a CFP®, and their vision for the firm.
In partnership with one of LPL Financial’s large enterprise offices, The Financial Services Network, BTA has hired the firm’s Portfolio Consulting team to form an investment committee. Now, they have access to a Chartered Financial Analyst® (CFA®) and six additional team members. “It is a privilege to support Burns, Toussaint & Associates as part of our Network,” Managing Partner and Chief Investment Officer, Jeremy Olen said. “In today’s environment, advisors face an especially unique set of challenges. Our solution is designed to give advisors access to a wide universe of strategies, while elevating the overall experience associated with being an independent advisor.”
Burns and Toussaint believe their firm has never been stronger. “When you team up with the right partners, and have the right infrastructure, you don’t have to be all the things,” Burns states. “It gives you the capacity to focus on what’s most important to you and your clients. It allows you to spend more time on the main thing: being the business owner and strategic planning.”
Even through the chaos of COVID-19 and the resulting economic and social instability, Toussaint feels they are better able to care for their clients than ever before. “The human aspect is at the forefront,” he said. “The conversations and relationships we’re having with our clients can’t be emulated by a machine or robot.” What will be next for Burns, Toussaint, and their growing firm? Even after a year of exceptional change, “The best is yet to come,” Toussaint says.