In another sign of the times and a vote for doing what’s right, Center Street Capital Advisors is incredibly excited to announce that Financial Advisors Patrick Morris and Monte Edwards along with Client Associate Christine Twillmann have chosen to join them in Chatham, NJ.
Rick and Monte started in the financial services industry on the same day and in the same branch. They developed their skills and acumen over the next 25 years and maintain a client service model that fits in perfectly with the way business is done at Center Street. Recognizing where the puck was heading, Rick and Monte explored their options to join an independent platform that combines support and structure with a focus on expanding their client-facing value proposition.
“We have an incredible client base and are fortunate to work with so many amazing families. Leveraging the infrastructure and scale of Center Street on an independent platform affords us more time to focus on servicing relationships and taking care of people,” says Senior Vice-President and PIM Portfolio Manager, Rick Morris. Monte Edwards, Senior-Vice President, further adds, “the team at Center Street has built a culture long lost in the wire-house model. They are dedicated to enhancing the advisor-client relationship in an environment that encourages idea-sharing. Many people just say they are invested in you…the team at Center Street really is.”
Rick, Monte and Christine fit into the fabric of what has been woven at CSCA. The same access to comprehensive planning tools, investment options and credit facilities are all available to clients wanting to broaden their relationship.
“When we think about the type of people we want representing our brand, these three fit the bill and our excitement to have them affiliate is overwhelming,” says CEO Mark Klein. “Our office in Chatham is growing quickly, and as more advisors hear the story and see the value, good things will happen. Working closely with people you trust, share the same values and want the same culture is a gift…we will continue to seek out those advisors and are thrilled to be one of the fastest growing companies at Wells Fargo Advisors Financial Network (WFAFN).
If you are interested in learning more about what we offer and want to discuss affiliation opportunities, please reach out and connect.