The veteran advisers, Scott Christie and John Aitchison has joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm, Reuters stated.
At The Planning Group, Aitchison was a vice president, while Christie was a senior planning consultant.
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Previously, Aitchison was also an adviser with Morgan Stanley Smith Barney after having held senior management positions with PepsiCo Inc and Kellogg Co earlier in his career, while Christie, an industry veteran of more than three decades has spent 20 years at Life Designs Associates.
The advisers were joined by portfolio analyst Ryan Jennings and client relations assistant James Filtz. The team is based out of Concert Wealth’s Scottsdale, Arizona, branch.
According to the moves tracked by Reuters, the recent recruits of Concert includes three brokers from Bank of America’s Merrill Lynch and one each from Morgan Stanley Smith Barney and UBS Wealth Management Americas.
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