Saint LouisWealth management advisors recognized for making a significant impression on their clients and the financial industry
St. LUIS, August 18, 2022 /PRNewswire/ — Hightower Wealth Advisors | Saint Louisa wealth management firm offering investment, financial and retirement planning services, announces advisors Brian Copeland, CPWA®, CFP® and Zach UngerottCPWA®, CFP®, have been appointed as a Forbes 2022 Top Next Generation Wealth Advisors List . The list highlights up-and-coming advisors across the country who are being promoted to ignite new energies and ideas in the financial sector.
“Brian and Zach have great drive and a natural instinct for customer service, so it’s no surprise they were honored with this year’s recognition,” he said. Omar QuershiManaging Partner and Investment Strategist at Hightower Wealth Advisors | Saint Louis. “His hard work and dedication during volatile times has been a driver of our growth and we are excited to see his continued success in the future.”
Copeland is a partner and director of financial planning at the firm. In his role, he oversees all aspects of the planning services offered by the firm, including retirement planning, tax planning, risk management, and wealth and budget analysis. He has an innate ability to analyze complex and sophisticated financial situations, identify any potential opportunities or gaps, and educate clients on solutions in a simple and straightforward manner.
Ungerott is a senior wealth advisor specializing in investment and retirement planning for business owners. It helps them understand and overcome many of them the financial challenges they may face and works with them to implement advanced estate and tax planning strategies to achieve their goals and protect their legacy.
To learn more about Hightower Wealth Advisors | Saint Louisvisit HightowerStLouis.com.
Methodology
Each year, Forbes partners with SHOOK Research to develop the esteemed list. Recipients are selected through research interviews, compliance records, financial industry experience, assets under management and other qualitative and quantitative data. Forbes’ Top Next Generation Wealth Advisors must be under the age of 40 and have worked in the financial industry for at least four years to be considered.
About Hightower Wealth Advisors | Saint Louis
Hightower Wealth Advisors | Saint Louis is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) cash management and consulting services to corporations. As a combined team of qualified and experienced financial professionals with a wide range of knowledge and skills, Hightower Wealth Advisors is a multi-faceted, multi-generational team that creates comprehensive financial plans that are more than investments. To learn more about Hightower Wealth Advisors | Saint Louisplease visit HightowerStLouis.com.
Securities Offered Through FINRA/SIPC Member Hightower Securities, LLC Hightower Advisors, LLC is an SEC-registered investment adviser.
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SOURCE Hightower Wealth Advisors | Saint Louis
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