Saint LouisMontreal-based wealth management advisors recognized for making a significant impression on their clients and the financial industry
ST. LOUIS, August 18, 2022 /PRNewswire/ — Hightower Wealth Advisors | Saint Louisa wealth management firm offering investment, financial and retirement planning services, advisers Brian Copeland, CPWA announces®PCP®and Zach UngerotCPWA®PCP®have been appointed to Forbes Top Next-Gen Wealth Advisors Best-In-State List 2022 . The list highlights up-and-coming advisers across the country who are touted to spark new energy and ideas in the financial industry.
“Brian and Zach have tremendous drive and a natural instinct for customer service, so it’s no surprise they were honored with this year’s recognition,” said Omar QuerchiManaging Partner and Investment Strategist of Hightower Wealth Advisors | Saint Louis. “Their hard work and dedication during these volatile times has been a driving force in our growth and we are excited to see their continued success in the future.”
Copeland is a partner and director of financial planning at the firm. In his role, he oversees all aspects of the firm’s planning services, including retirement planning, tax planning, risk management, and estate and budget analysis. He has an innate ability to analyze complex and sophisticated financial situations, identify potential opportunities or gaps, and educate clients on solutions in a straightforward and simplistic manner.
Ungerott is a senior wealth advisor specializing in investment and retirement planning for business owners. It helps them understand and overcome many the financial challenges they may face and works with them to implement advanced estate and tax planning strategies to achieve their goals and protect their legacy.
Learn more about Hightower Wealth Advisors | Saint Louisvisit HightowerStLouis.com.
Each year, Forbes partners with SHOOK research to develop the estimated list. Recipients are selected based on research interviews, compliance records, financial industry experience, assets under management, and other qualitative and quantitative data. Forbes Top Next-Gen Wealth Advisors must be under the age of 40 and have worked in the financial industry for at least four years to be considered.
About Hightower Wealth Advisors | Saint Louis
Hightower Wealth Advisors | Saint Louis is a wealth management firm that provides investment, financial planning and retirement services to individuals, foundations and family offices, as well as 401(k) advisory and cash management services to businesses. As an all-encompassing team of qualified and experienced financial professionals with a wide range of knowledge and skills, Hightower Wealth Advisors is a multi-faceted, multi-generational team that develops comprehensive financial plans that are more than just investments. For more information on Hightower Wealth Advisors | Saint Louisplease visit HightowerStLouis.com.
Securities Offered Through FINRA/SIPC, Member Hightower Securities, LLC Hightower Advisors, LLC is an SEC-registered investment adviser.
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