Capital Guardian Wealth Management announces the addition of a new branch office in Naples, Florida.
Managing Director, Bob Hodges brings twenty years of experience to Capital Guardian with his extensive knowledge of wealth and estate management. Bob provides a managerial style that fits the synergy of this company and he is looking for other expansion opportunities throughout Florida.
Of the new relationship with Capital Guardian, Bob says, "Capital Guardian represents all the ideals and values that provide stability and confidence for my clients and for prospective financial advisors, which is a principle that many companies have lost, especially during these recent complex times." Bob also added that the specific reason he chose Capital Guardian was their relationship with Pershing, the leader in global clearing services. Pershing is part of The Bank of New York Mellon Corporation which has in excess of $20 trillion in assets. In addition, Capital Guardian provides one of the premier product and service platforms in the industry and a distinctive service model from their advisory services team. These characteristics create a company who is prominent to clients as well as financial advisors.
"Capital Guardian has established itself as a client-focused firm by providing financial planners with the necessary support, technology and tools to maintain and develop a sound relationship with our clients," said Hodges. Capital Guardian is built on a foundation of integrity and a principle that the company's success can only be measured by their clients' success.
"Capital Guardian's executive management team has the fortitude to look to the future, and the resilience to maintain growth through a transitioning economy.
Our new relationship with Capital Guardian will make the process much more effective for our clients," said Hodges.
"Capital Guardian is very excited to announce the opening of our Naples branch in the Mercato Center. Bob Hodges has had past success growing an office for a boutique firm and we feel confident we will be able to attract experienced financial advisors who have become disenfranchised with the large, bureaucratic investment firms," said Tony Montanari, CIMA, Director of Business Development.
About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment firm with 27 offices predominantly on the east coast.
Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of their clients. More information on Capital Guardian is available at www.capitalguardianllc.com.