Frontier Wealth Management Expands Wealth Advisory Team in
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Frontier Wealth Management Expands Wealth Advisory Team in
PRESS RELEASE Media Contact: Alex Peak Marketing & Communications Specialist 816.802.6628 [email protected] www.frontierwealth.com KANSAS CITY 4435 Main Street, Suite 1100 Kansas City, MO 64111 815.753.5100 DENVER 10375 Park Meadows Drive, Suite 500 Lone Tree, CO 80124 303.770.0154 ST. LOUIS 11975 Westline Industrial Drive St. Louis MO 63146 314.762.6800 WICHITA 1625 N. Waterfront Parkway Suite 150 Wichita, KS 67206 316.689.8333 Frontier Wealth Management Expands Wealth Advisory Team in Wichita April 30, 2015 WICHITA, Kan. — Frontier Wealth Management, an independent SEC Registered Investment Advisory firm based in Kansas City, Mo., has announced the recent addition of a new advisor team to its Wichita office. The team, previously of the Smith Investment Group of UBS Financial Services, Inc., includes David K. Neal, John Jenkins, Chace Dillon, Michele Horton, Tracy Ruddle and Deborah Farnham. “When the Smith Group decided to join Frontier, it furthered my belief that we have built a great company, a great culture and a great platform for accomplished advisors and teams,” said Nick Blasi, Frontier CEO. With more than $750 million in assets under management, the team of advisors provides comprehensive financial planning and investment management services to high-net-worth individuals and families throughout the country. “Our goal as advisors is to deliver extraordinary service to our clients,” said Senior Wealth Advisor David Neal. “Frontier’s entrepreneurial spirit and open-architecture platform will not only enhance our ability to better serve our clients, but will allow us to do it in a more client-centric fashion. We are very excited about our move to Frontier, and we look forward to working in a collaborative and sophisticated environment.” With the addition of the Smith Investment Group, it is expected that Frontier’s total assets under management will increase to approximately $1.8 billion. “The Smith Group is a superb addition to our company. They are a very tenured team that’s been in the business, collectively, over a hundred years,” Blasi said. “Frontier takes great pride in upholding the highest standards in our industry, and we are excited about the depth of knowledge and sophistication David and his team bring to Frontier.” The new team has joined the existing Frontier Wichita office at 1625 N. Waterfront Parkway. About Frontier Wealth Management: Frontier Wealth Management is an independent SEC Registered Investment Advisor (RIA), serving a nationwide group of clients from offices in Kansas City, MO; Wichita, KS; Chicago, IL; St. Louis, MO; and Albany, GA. Frontier provides a wide range of solutions to its individual, family, corporate and non-profit clientele, including: comprehensive financial plan design and maintenance; investment management (traditional and alternative strategies); insurance/risk management solutions and opportunities; estate planning ideas; generational wealth transfer education and execution; tax planning; charitable planning techniques; college education funding analysis; retirement planning analysis; corporate retirement, pension and endowment solutions; treasury management programs; and business succession ideas. For more information about Frontier Wealth Management, visit www.frontierwealth.com.
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