Medica’s practical experience incorporates management roles with Cetera Financial Group, a large LPL-affiliated OSJ, and several other nationwide sales positions for brokerage and mutual fund organizations
DALLAS, April 27, 2022 (Globe NEWSWIRE) — Avantax®, a chief in tax-targeted fiscal organizing, has employed Elvis Medica as Enterprise Enhancement Director to aid further speed up the company’s successful recruiting of remarkably productive Economical Specialists, tax specialists and CPAs.
Most a short while ago Executive Vice President and Main Advancement Officer for a huge LPL-affiliated OSJ (office of supervisory jurisdiction), Medica’s economic expert services profession spans 25 decades, ranging from coverage and mutual fund profits, to wholesaling, company progress, recruiting, and major broker-seller experience.
“Avantax experienced a history recruiting yr in 2021, punctuated by a terrific fourth quarter, so it is the ideal time to welcome Elvis to the group,” reported Tim Stewart, Vice President, Business Enhancement for Avantax. “Elvis has an spectacular resume and a long listing of skilled achievements, as well as he’s passionate about doing the job with impartial Fiscal Experts, tax execs and CPAs who want far more from their monetary expert services spouse.”
“Throughout my vocation I have experienced the privilege to provide Economical Professionals and enable them increase their observe so they can in transform provide their clientele. Realizing I can participate in even a compact part in the achievements of Fiscal Industry experts and their purchasers is particularly satisfying to me,” Medica explained. “With Avantax, I get the option to invite Monetary Industry experts and tax specialists to be element of what I believe that is the most exceptional and differentiated prosperity management firm in the region.”
Medica included: “Many Economic Gurus and tax pros are on the lookout to expand their follow and provide their consumers with far more thorough preparing they want to do that inside of a community that exists to provide their customers in a greater way, and with a wealth administration business that offers them with the stellar assistance, expansion prospects and the awareness from government administration that Avantax supplies.”
In addition to his monetary expert services practical experience, Medica is a U.S. Army veteran exactly where his services included a tour in Afghanistan where he was awarded a Bronze Star Medal. On his return from Afghanistan and a quick split in support he recognized the problem once again and now serves as a Significant in the Military Reserve.
About Avantax Wealth Management®
Avantax Prosperity Management® provides a tax-advantaged method for comprehensive money setting up. Avantax’s Tax-Clever technique aids purchasers leverage taxes to generate economic development options. Most money businesses address taxes as an afterthought, or not at all, even even though taxes are 1 of life’s most sophisticated and highly-priced costs. Avantax know-how, tax and wealth management insights are utilised by Avantax Economical Professionals to uncover and tailor chances throughout their clients’ economical lifecycles to enable permit improved extensive-time period outcomes. The wealth administration segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Prosperity Administration® and Avantax Planning Partners℠ makes, had a collective $89 billion in whole client belongings as of Dec. 31, 2021. For extra details, be sure to visit us at www.avantax.com or on LinkedIn and Facebook.
Media Make contact with:
Tony Katsulos
Avantax
(972) 870-6654
[email protected]
