Advisor Group launches the next phase of its strategic vision with the addition of seasoned industry executives to support, empower and serve financial advisors

Tim Hodge appointed Executive Vice President, Trading and Operations; Jen Roche is appointed Senior Vice President, Enterprise Content, Communications and Public Relations; Aiyisha Adams Hired as VP of Advisor Engagement

PHOENIX, February 23, 2022 /PRNewswire/ — Advisor Group, the nation’s largest network of independent wealth management firms, today announced the next step in its strategic vision to transform the financial advisor and client service experience with the addition of three executives in the areas of operations, marketing and advisor engagement.

The company named Tim Hodge as Executive Vice President, Trading and Operations; Jen Roche as Senior Vice President, Enterprise Content, Communications and Public Relations; and Aiyisha Adams as Vice President of Advisor Engagement.

“As we embark on the next stage of our strategic vision, we are committed to hiring top talent who will help us align ongoing advisor feedback with a boutique service approach and industry-leading scale to deliver tailored solutions that help our advisors and their clients prosper,” mentioned Jamie PriceCEO, group counselors. “Each of these new additions to our management team brings a unique level of expertise and a new perspective that will only improve our ability to deliver a differentiated experience to our financial advisors and their clients.”

Over the past few months, Advisor Group has launched numerous initiatives aimed at collecting and understanding advisor feedback. Each of these new recruits represents an area essential to this journey with responsibilities that will have a direct impact on the experience of finance professionals.

With over 50 years of combined experience, Mr. Hodge, Ms. Roche and Ms. Adams come to Advisor Group with a diversity of thought and a strong track record of success.

  • Tim Hodge joins the Advisor Group leadership team as Executive Vice President, Trading and Operations with over 25 years of industry experience leading and building great client service focused teams. Most recently, he was at LPL Financial as Senior Vice President, Service, Trading and Operations. Throughout his career at LPL – and earlier in 18 years at Goldman Sachs in a series of leadership roles, Mr. Hodge has consistently improved client service performance, implemented large-scale technology improvements that have improved operations workflow and case management, and engaged directly with advisors. .

  • In her role as Senior Vice President, Corporate Content, Communications and Public Relations, Jen Roche will take responsibility for streamlining and developing corporate communications, both internally and externally. Prior to joining Advisor Group, Ms. Roche led marketing and communications functions for AssetMark and LPL Financial and handled public relations for a wide variety of Fortune 500 companies and executives.

  • As Vice President, Advisor Engagement, Aiyisha Adams will lead the firm’s advisor feedback strategy and initiatives by amplifying advisor voices and measuring advisor priorities to enable seamless delivery of exceptional service experiences. . In addition to her previous experience as Director of Specialist Teams at Advisor Group, Ms. Adams has also held positions at several financial services companies, including Lincoln Financial Group, Northwestern Mutual and BB&T Investments.

“We are delighted to welcome Tim, Jen and Aiyisha to the Advisor Group,” said Greg Cornick, President, Advisory and Wealth Management at Advisor Group. “These high caliber executives could have joined any company in our industry, but they chose Advisor Group because they recognize that we are building a truly exceptional company with a clear vision to transform wealth management.”

Advisor Group is made up of FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

About the Advisor Group

Advisor Group, Inc. is the largest national network of independent wealth management firms, serving approximately 10,000 financial advisors and overseeing more than $515 billion in customer assets. The firm’s mission is to support the strategic role that advisors can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being with them every step of the way. For more information, visit https://www.advisorgroup.com.

Securities and investment advisory services are offered through the following companies: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC and Woodbury Financial Services, Inc., brokers , registered investment advisers and members of FINRA and SIPC. The securities are offered by Securities America, Inc., a dealer and member of FINRA and SIPC. Advisory services are offered by Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc. and Triad Hybrid Solutions, LLC, registered investment advisers. The advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliate registered investment adviser. Advisor Group, Inc. is a subsidiary of these companies. 20 E. Thomas Road, Ste. 2000, Phoenix, AZ85012. 866.481.0379.

Media inquiries

Joseph Kuo / Donald Cutler
Haven Tower Group
[email protected] or [email protected]
424 317 4851 or 424 317 4864

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