BOKS International member in the USA, RDG+Partners, have boosted their wealth management division by appointing Thomas Queri, ChFC.
In partnership with Advisor Andy Roberts, Thomas Queri will grow the division with a focus on two main areas. First, he will work to increase collaboration between wealth management and other teams within the firm to ensure all aspects of a client’s finances are considered in their plans. Secondly, Thomas Queri is designing a platform to enable financial advisors to grow with RDG+Partners while maintaining full ownership of their practices.
You can read more about this exciting development at RDG+Partners on their website by following this link.
