Johnny Sommese
Managing Partner
Johnny brings over 14 years of rich experience in recruiting and consulting for financial advisors, marking him as a distinguished expert within the financial services sector. His profound knowledge and insight into the complexities of the industry, especially in firm due diligence, have been honed through a notable career spanning various facets of wealth management.
Having served as a Regional Director at the industry's leading broker/dealer, Johnny has cultivated an exceptional ability to navigate the diverse needs of advisors from all sectors—ranging from major banks and wirehouses to boutique Registered Investment Advisor (RIA) practices and independent financial planning firms. This breadth of experience has equipped him with a holistic view of the wealth management landscape and its continuous evolution, enabling him to offer strategic guidance that is both relevant and forward-thinking.
Johnny's philosophy towards recruiting is deeply rooted in the principles of trust, transparency, and mutual respect. He excels at forging meaningful connections with clients and firms alike, ensuring that every recruitment process is personalized to align with the specific ambitions and requirements of each advisor. This bespoke approach guarantees not only the satisfaction of his clients but also the achievement of optimal professional matchups that promise long-term success.
An alumnus of San Diego State University, Johnny is further credentialed with Series 7 and 66 licenses, underscoring his comprehensive understanding and legal proficiency in financial advising. His academic and professional achievements, combined with his commitment to excellence in service, position Johnny as a pivotal figure for advisors seeking to navigate the intricacies of the financial advisory landscape.
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