Grove Point Financial LLC, an independent broker-dealer and registered investment adviser platform, has hired 26-year industry veteran, Denise McGee, as senior vice president of advisor solutions.
According to the company, McGee will dedicate much of her time to increasing the adoption of Grove Point Financial’s technology, advisory and brokerage platforms, and serving as the primary relationship manager for the firm’s financial professionals. She will focus on supporting their growth initiatives by deploying a product and wealth management support team and executing training efforts, and practice development programs.
“Denise’s wealth of industry experience uniquely positions her to work with our financial professionals to uncover what they need to succeed at each step of their growth journey,” said Michelle Barry, president. “Denise is an accomplished leader, and I am positive she will excel at bringing our talented people and tools together with our financial professionals to maximize their growth on our platform.”
Prior to joining Grove Point, McGee served as vice president and growth officer at Cetera Advisor Networks where she played a similar role in supporting associated firms’ growth initiatives with resource education and training. She also held senior-level positions at Axio Financial, Investment Professional Inc., and Next Financial Insurance Company.
McGee holds FINRA Series 7, 63, 65, 53, and 24 securities licenses.
Grove Point Financial, a subsidiary of Kestra Holdings, provides investment and wealth management services through more than 500 financial professionals across the U.S.