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Washington Wealth Management Adds Former Merrill Lynch Advisor
[November 16, 2015]

Washington Wealth Management Adds Former Merrill Lynch Advisor


Washington Wealth Management LLC (WWM), an independent hybrid registered investment advisor (RIA) supporting fee and commission-based independent advisor practices across the nation, announced the addition of former Merrill Lynch wirehouse advisor and producing branch manager Chuck Hilliard.

Mr. Hilliard is Founder and Managing Director of Freedom Pointe Wealth Advisors and previously managed approximately $120 million in client assets.

Rob Bartenstein, CEO of Washington Wealth Management, said, "We are pleased to have Chuck join our platform and are encouraged knowing our partnership is a result of his diligent vetting of several other firms."

WWM provides support to advisors transitioning to an independent practice, providing a comprehensive transition plan, infrastructure and daily support, compliance services and an integrated technology platform.

"As wirehouse advisors seek to establish their independent practice, we are excited that advisors like Chuck see the value our platform provides," Mr. Bartenstein added. "As Chuck found, WWM seeks to provide the best data, support and resources to help ensure success as both an entrepreneur and an independent financial advisor. We welcome Chuck and look forward to helping him grow his practice and achieve greater success."

Mr. Hilliard commented on his decision to partner with WWM, saying, "The aspirations for my career and practice are twofold. I want to be an entrepreneurial, independent financial advisor, and I want to build a multi-generational firm with my three daughters. It was clear to me that Rob and the senior management team at WWM would provide me, and someday my daughters, with the necessary infrastructure, including real estate, administrative backing, legal consultants, and sales support, today and in the future. Launching my independent practice through the WWM platform means I can enjoy the freedom to succeed under my own brand."



ABOUT WASHINGTON WEALTH MANAGEMENT

Based in San Diego, CA (News - Alert), Washington Wealth Management LLC (WWM) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. WWM was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm's platform is comprised of an independent RIA in association with NFP Advisor Services, in order to provide its financial advisors with an open architecture platform and independence across both fee and transaction-based business models. WWM has offices in San Diego, Los Angeles and Orange (News - Alert) County, CA; Westport, CT and Middleburg, VA, Salt Lake City, UT and Stuart, FL. More information is available at http://www.washwm.com.


ABOUT NFP ADVISOR SERVICES

NFP Advisor Services, a subsidiary of NFP Corp., and a leading independent broker-dealer and RIA, empowers independent financial advisors, including traditional and hybrid RIAs, to succeed and prosper. With a culture rich in reinvention and advisor advocacy, we've developed integrated business management technology that, combined with our personalized consulting services, offers unmatched scale and efficiency in the industry.

Our success as an advocate of independent financial advisors has led to growing national recognition, including ranking No. 1 for "High-Producing IBD Advisors" in the WealthManagement.com IBD Report Card 2015.

Headquartered in the "Silicon Hills" of Austin, TX, NFP Advisor Services offers an experience as unique as the city in which it resides. The firm supports more than 1,400 independent financial advisors in delivering sophisticated financial planning and investment services to their clients.

For more information about NFP, visit www.nfp.com.

For more information about NFP Advisor Services, visit www.nfpadvisorservices.com.

NFP Advisor Services, LLC, member FINRA/SIPC


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