Home News Advisor Group Taps Shannon Larson and Daniel Aguillon to Bolster Wealth Management...

Advisor Group Taps Shannon Larson and Daniel Aguillon to Bolster Wealth Management Team

Advisor Group, one of the nation’s largest networks of independent financial advisory firms, announced the appointment of Shannon Larson as senior vice president of product management and development and Daniel Aguillon as vice president of digital platform manager.

In her new role, Larson is responsible for establishing the strategic direction of Advisor Group products to ensure they are aligned with defined organizational priorities to support the wealth management needs of all clients. She will work to ensure the continued access, development, and delivery of holistic financial planning solutions, such as brokerage and advisory products.

Larson joins Advisor Group from the investment management firm Eaton Vance, where she held the position of vice president of senior global relationship manager. Larson worked with large independent broker-dealers, third-party asset managers and financial institutions to expand distribution and drive market share growth. Larson also held positions at Cetera Financial Group and LPL Financial, where she helped lead the development and marketing for all of LPL’s advisory platforms.

Advisor Group has cultivated a strong internal culture that is widely regarded as “the gold standard in promoting female professional development and leadership,” said Larson. “This ethos of inclusiveness and constant self-reflection translates to exceptional client service and innovation, which resonates with a professional like me whose career has been largely driven by the question, ‘how can I help advisors make better decisions for their clients?’ At Advisor Group, I’m able to lead a team that is not only asking, but creating tangible answers to, that same question every day.”

Aguillon is responsible for working across Advisor Group’s technology stacks and aligning digitization strategy for both advisors and consumers. He will be collaborating with custodians, overseeing legal procedures, forms and processes to help improve the experience for both the customers and the advisors.

Aguillon joins Advisor Group from LPL Financial where he oversaw the development of “Guided Wealth Portfolios,” LPL’s first algorithmic digital advisory platform, and designed the advisor-intermediated model and operational workflows necessary to support it. He was also a recipient of the LPL Financial Service Excellence Award in 2017 and the LPL Financial Chairman Award in 2016.

“Advisor Group’s strong emphasis on technology and innovation is clearly embraced organization-wide, and represents a compelling opportunity for me to make a difference,” said Aguillon. “I’m looking forward to playing an integral role in advancing Advisor Group’s invaluable technology offerings.”

Advisor Group CEO Jamie Price said, Advisor Group is passionate about providing advisors with the “digital tools and competitive products that give them an acute advantage in an increasingly complex marketplace.” He continued, “Shannon and Daniel’s combined experience in the independent advisory world represents a tremendous asset.”

Advisor Group Inc. is comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial and serves more than 5,000 advisors and oversees approximately $190 billion in client assets.

Previous articleSQN Hires Three to Distribution Team
Next articlePhillips Edison Grocery Center REIT I Increases Estimated Value per Share; Announces Name Change