This strategic move aims to expand the company’s presence in the Midwest region and strengthen its position in the wealth management industry.
The Merger: A Strategic Move for Growth
The merger between Oxford Harriman & Company and Integrity Wealth Advisors is a significant development in the wealth management sector. By combining their resources and expertise, the two companies are poised to capitalize on new opportunities and drive growth in the Midwest region.
Key Benefits of the Merger
A Stronger Foundation for the Future
The merger is expected to have a positive impact on the company’s clients, employees, and the wider community. By pooling their resources and expertise, Oxford Harriman & Company and Integrity Wealth Advisors are creating a stronger, more resilient organization that is better equipped to navigate the challenges of the future.
A Commitment to Client Service
He joined the WFAFN team in 2014 and has been serving clients in the Madison area ever since.
The Early Years: A Career in Financial Planning
Turley’s journey in the financial industry began in 1999 when he started working as a Financial Advisor with Merrill Lynch & Co. Over the years, he honed his skills and expertise in financial planning, helping numerous clients achieve their financial goals. During his 15-year tenure at Merrill Lynch, Turley developed a strong reputation for his professionalism, integrity, and commitment to delivering exceptional client service.
A New Chapter: Joining Wells Fargo Advisors Financial Network
In 2014, Turley made the decision to join Wells Fargo Advisors Financial Network, LLC (WFAFN) in Middleton, Wisconsin.
Both joined Oxford Harriman & Company in 2018.
The Founding of Oxford Harriman & Company
Oxford Harriman & Company is a financial services firm that has been making waves in the industry since its founding. The company’s history is marked by a series of strategic partnerships and acquisitions that have enabled it to expand its reach and services.
Early Years
The company’s journey began in 2018, when two experienced financial services professionals, Jeff Turley and Scott Whitcomb, joined forces to form Oxford Harriman & Company. Both Turley and Whitcomb brought a wealth of knowledge and expertise to the table, having spent years honing their skills in the industry. Turley’s background includes stints with Integrity Wealth Advisors, Ltd. and Piper Jaffray, Inc., where he gained valuable experience in financial planning and wealth management. Whitcomb, on the other hand, has a long history of working in the financial services sector, starting his career in 1992 as an advisor with Piper Jaffray, Inc.*
A New Era of Financial Services
The arrival of Turley and Whitcomb marked a significant turning point for Oxford Harriman & Company. The two professionals brought a fresh perspective and a new level of expertise to the table, enabling the company to expand its services and reach new heights.
Key Milestones
WIM offers a range of financial products and services, including investment management, retirement planning, and estate planning.
The Wells Fargo Advisors Financial Network: Empowering Financial Advisors
Wells Fargo Advisors Financial Network (WIM) is a comprehensive platform designed to support financial advisors in their pursuit of business ownership and growth.
Wealth is a way of life, not just a financial concept.
The Philosophy of Oxford Harriman & Company
At the heart of Oxford Harriman & Company’s philosophy is the belief that wealth is not just a financial concept, but a way of life. The practice’s founders, who are experienced wealth management professionals, have dedicated their careers to helping high net worth individuals and families achieve their financial goals and live the life they desire.
Key Principles
Investment Management
Oxford Harriman & Company’s investment management services are designed to help clients achieve their financial goals through a tailored investment strategy. The practice’s investment team has extensive experience in managing a wide range of asset classes, including stocks, bonds, real estate, and alternative investments.
Investment Strategies
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/235130 SOURCE: Oxford Harriman & Company © 2024 Newsfile Corp.
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