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Hilliard Lyons Opens New Branch in AkronLouisville-based wealth management firm Hilliard Lyons is expanding its presence in Ohio with the opening of its first branch in Akron on Friday, May 18. The branch, one of more than 70 in Hilliard Lyons' 12-state footprint, will be led by two Wealth Advisors, Dan Strebler and Walt Sokira, and Wealth Associate Toni Francis. All three are from UBS. They are bringing with them approximately $230 million in client assets. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20180521005546/en/ L to R: Registered CSA Michael Sidote, Wealth Associate Toni Francis, CSA Allison Heim, Wealth Advisor Dan Strebler, and Wealth Advisor Walt Sokira (Photo: Business Wire) The new branch office is 12 miles northwest of downtown Akron, at 3560 West Market Street. Hilliard Lyons' President Tom Kessinger was eager to shre this news: "We are excited to be opening our sixth Hilliard Lyons branch in Ohio. This new team's approach to listening carefully to clients and tailoring holistic wealth management plans fits our business model perfectly. We can't wait to see what this team is able to accomplish in this attractive market."
About Hilliard Lyons: The Wealth Advisors of Hilliard Lyons (hilliard.com) get to know clients deeply, understand their goals and ambitions, then build personal financial roadmaps that will allow them to reach their goals. Building on industry best practices and leveraging the acumen of our Home Office staff, they guide clients through all the stages of their financial lives to help them achieve long-term peace of mind. J.J.B. Hilliard, W.L. Lyons, LLC is a member of the New York Stock Exchange, FINRA, and SIPC. Founded in 1854, the firm currently has over 70 branches in 12 states. View source version on businesswire.com: https://www.businesswire.com/news/home/20180521005546/en/ |