Home News Advisor Group Names President and CEO Of SagePoint Financial

Advisor Group Names President and CEO Of SagePoint Financial

Advisor Group, a network of independent wealth management firms, has appointed Desireé Sii as president and chief executive officer of SagePoint Financial following the retirement of Jeff Auld.

Advisor Group, a network of independent wealth management firms, has appointed Desireé Sii as president and chief executive officer of SagePoint Financial following the retirement of Jeff Auld.

For the past five years, Sii has led the business development team at SagePoint. Earlier in her career, she served as senior vice president for field supervision for Charles Schwab. Prior to that, she spent six years with Royal Alliance, first as a senior regional VP for the western region and later as SVP for field supervision.

Sii also served as a partner and VP for operations and compliance with the Willamette Financial Group, and as a registered principal / OSJ with AIG Financial Advisors and Waddell & Reed. She holds FINRA Series 7, 24, 53, 63, 65 designations, and a life and health insurance license.

“Desireé’s impressive track record of building and expanding relationships with financial professionals made her the clear choice to serve as SagePoint’s new president and CEO,” said Greg Cornick, Advisor Group’s president of advice and wealth management. “She has excellent relationship management skills, and a strong reputation throughout our financial professional community and home office team for effectively advocating on behalf of financial professionals and the clients they serve.”

SagePoint Financial has approximately 1,400 advisors across the U.S.

Advisor Group has approximately 11,100 financial professionals and oversees more than $450 billion in client assets.

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