Vector Wealth Strategies Acquires Financial Works, Expands Outreach in Alabama and Mississippi

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Vector's team of advisors grows to better serve its clients and make an even greater impact in the community.

Financial Works Founder Wesley Platt plans for his next chapter of service.

I know I am leaving my clients in capable hands, and I’m thankful that I can now pursue my next goal of adding more action to my faith.

For more than a decade, Vector Wealth Strategies has helped its clients reach their retirement goals through careful planning and personalized attention. Now with the acquisition of Financial Works LLC, Vector will continue to build on the legacy of its founder, Wesley Platt, who will begin his next chapter as a farmer, missionary, volunteer and full-time family man.

“I’ve admired and known the Vector Wealth Strategies team for many years,” Platt said. “After 31 years in the financial services industry and hundreds of trusted relationships, I know I am leaving my clients in capable hands, and I’m thankful that I can now pursue my next goal of adding more action to my faith.”

Vector Wealth Strategies team includes Jay Dryden, managing partner; Kelly Moise, senior partner; Nick Jackson, associate advisor; Dana Jones, operations manager; Josh Shoemaker, service coordinator and Hilde Dryden, marketing coordinator. Vector recently welcomed Joshua Jordan as a new senior partner, giving the business an expanded presence in Birmingham and Columbus, Mississippi, where many of Jordan’s clients reside.

“Joshua brings years of experience to our team and will be an asset in growing our outreach. He’s personable and fits right in with the service model Vector Wealth Strategies provides,” Dryden said.

Vector Wealth Strategies specializes in retirement and estate planning. They help clients find the right financial strategies so they can lead the life they love. In the community, Vector provides grants for local nonprofits through its Community Impact Fund and develops tomorrow’s leaders through its Community Scholars Fund.

Vector is located at 401 Meridian St N #305, Huntsville, AL 35801 and can be reached at (256) 469-7711. Follow Vector Wealth Strategies on social media – Facebook and LinkedIn. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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Dawn Bramblett
Vector Wealth Strategies
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