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Investacorp Welcomes Two New Advisors to Its Broker-Dealer & RIA Platform

Investacorp Top Ensemble Practice, Associated Financial Consultants & Investor Services, Attracts Former NFL Veteran Turned Advisor Managing $125 Million in Assets

 


 

Investacorp, Inc., an independent advisory and brokerage firm, is pleased to welcome former Miami Dolphins safety Shawn Wooden and retirement plan specialist Travis Ruane to the Investacorp family of advisors.

The two advisors recently joined Associated Financial Consultants & Investor Services, an independent financial services firm based in Fort Lauderdale, Florida, and a leading affiliate of Investacorp’s broker-dealer and RIA platform.

“On behalf of the entire Investacorp family, I’d like to extend a warm welcome to Shawn Wooden and Travis Ruane,” said Patrick Farrell, Investacorp President and CEO. “We’re honored to have such experienced and client-centric financial professionals align with the Investacorp family. Their arrival complements Associated Investor Services’ growth plans, including expanding their wealth management and employer-sponsored retirement plan offerings within the sports and entertainment industries.”

 


 

$926.6 Million in Assets Under Management

According to Associated Investor Services, with the addition of Wooden and Ruane, the firm oversees $926.6 million in assets across its wealth management and employer-sponsored retirement plan divisions, and is among the top five largest independent financial services offices affiliated with Investacorp.

“Shawn and Travis are positioned to leverage the commitment, stability and talent of the Associated Investor Services team, a forward-looking group of financial professionals led by firm president and industry veteran, Paul J. Vladem, CPA/PFS™,” said Farrell. “Paul is an influential member of Investacorp’s Leaders Forum and for the past eight consecutive years has been invited to join the nation’s leading independent financial advisors at the Barron’s Top Independent Advisors Summit. By aligning with Vladem’s team, Shawn and Travis have gained expansive wealth management resources enabling them to increase their level of client service and strengthen their independence.”

To learn more about Shawn Wooden, Travis Ruane and Associated Financial Consultants & Investor Services, view the full press release.

 


 

For more information, please contact:

Leslie Vigil
Senior Vice President of Business Development
Investacorp, Inc.
O: 305-901-1825
LVigil@investacorp.com

 


 

For Financial Professional Use Only

2020-03-16T15:32:09+00:00March 16, 2020|