Our Team

Meet the Private Advisor Group team. Our team members are deeply principled, devoted to serving others, and committed to helping independent advisors, investors, and RIA firms thrive and grow.

Compliance Specialist

Accounting and Advisor Compensation Specialist

Managing Director, Head of Finance

Digital Marketing Manager

Financial Advisor

Transition Manager

Advanced Wealth Advisory

Operations Associate

Salesforce Administrator and Developer

LPL Registered Principal, Financial Advisor

Financial Advisor

Manager of Human Resources

Senior Wealth Manager

Head of Marketing

Onboarding Associate

Financial Advisor

Financial Advisor

Financial Advisor

Transition Specialist

Retirement Plan & Financial Advisor

Marketing Manager

Financial Advisor

Manager of Advisor Experience

Financial Advisor

Financial Advisor

Business Development Manager

Managing Director, Chief Compliance Officer

Managing Director, Strategic Partner Relations

Associate Financial Advisor

Managing Director West Region

Accounting Manager

Portfolio Administrator

Advisor Growth Associate

Director of Business Development

Client Service Associate

Compliance Manager

Director of Operations

Compliance Associate

Operations Manager

Managing Director, Executive Chair

Director of Advisor Growth & Engagement

Senior Financial Planner

Financial Advisor

Managing Director, Chief Operating Officer

Senior Marketing & Design Specialist

Financial Advisor

Compliance Manager

Senior Billing Specialist

Chief Financial Officer

Compliance Director

Managing Director, Chief Executive Officer

Head of Sales & Solutions | LPL Registered Administrative Associate

Financial Advisor

Compliance Specialist

Managing Director, Advisor Advocacy & Technology

Director of Advisor Growth & Development

Managing Director, Executive Chair

RIA Registration, Legal Counsel

Financial Advisor

Operations Associate

Compliance Specialist

Compliance Specialist

Compliance Specialist

Senior Marketing Specialist

Executive Assistant

You’re Invited To Grow With Us

Grow with us.