Bridgemark Strategies, the Charlotte, North Carolina-based independent consultancy for financial advisors and firms, has broadened its bench of talent with the hiring of Managing Directors Jason Hawn and Timari Robison, and Senior Vice President, Recruiting, Travis Boak. The trio brings over 50 years of collective advisor-facing consulting expertise to their new roles at the firm, which specializes in providing strategic planning, execution and advice in transitions and M&A to its clients.
“For advisors in motion, leveraging the expertise of professionals with keen insights into the industry’s landscape and players is essential to making the right decision about their future,” said Jeff Nash, CEO and Co-Founder of Bridgemark. “The addition of Jason, Timari and Travis enhances our comprehensive recruiting, onboarding, transition, succession planning and business consulting expertise. Their experience across the independent, bank and wirehouse channels is a great complement to our strong team.”
Hawn, Robison and Boak bring extensive experience to Bridgemark, having held executive positions at leading enterprises in the wealth management space. Hawn, who is based in the Philadelphia area, has 17 years of industry experience as a recruiter and wholesaler, having served at Ameriprise Financial, Mainstay Investments and Hartford Funds/Planco.
Houston-area-based Robison spent 25 years with Ameriprise, most recently leading the firm’s Women Recruiting efforts. Travis Boak works out of the Ashville, North Carolina, area and came to Bridgemark from Cetera where he worked in business development. He also held positions at Black Creek Capital Markets and Transamerica.
Bridgemark Strategies, which boasts 16 advisor-facing recruiting and business development specialists, launched Bridge Marketplace in November 2023 – a no-cost, curated database of financial advisory owners looking to add Next Gen advisors to their firms. The platform was introduced in response to demographic trends impacting the wealth management industry.
The only constant in the wealth management space is change
Jeff Nash, CEO & Co-Founder, Bridgemark Strategies
“The only constant in the wealth management space is change. To maximize long-term success, professionals must stay ahead of the curve while navigating an increasingly complex landscape. They need custom strategies and solutions informed by a hard-earned understanding of critical technologies and industry trends,” concluded Nash. “Mistakes are costly in terms of time, money and reputation. At Bridgemark Strategies, our focus on Feel, Fit, Financials puts our clients on the path that’s right for them.”
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
