Prudential Advisors, the retail arm of Prudential Financial, announced the recruitment of Keith Loegering and Brian Montalbano, with over $300 million in combined client assets.
Loegering joined Prudential through the Pacific Financial Group. He was most recently with RBC Wealth Management and will open an office in San Rafael, California.
Montalbano, previously with Synovus Securities, joined Prudential through the Greater Florida Financial Group and will open an office in Port Charlotte, Florida.
“Building on the momentum we saw last year, we continue to bring well-established, successful advisors to Prudential Advisors,” said Patrick Hynes, President of Prudential Advisors. “Keith and Brian were both looking for the high level of service, support and independent flexibility that defines our operating model and culture. Congratulations to Pacific Financial Group and Greater Florida Financial Group on their ongoing expansion that is increasing Prudential Advisors’ presence and enabling us to help more people plan for their future.”
“I couldn’t be more thrilled to have Keith as a partner with our team,” said Brendan Snyder, Managing Director at Pacific Financial Group. “Yes, he runs a great practice, but more importantly, he fits our client-focused culture, and we look forward to working with him and supporting his business growth.”
“We are excited to welcome Brian into the Greater Florida Financial Group,” said Mark Sears, Managing Director. “He brings a wealth of knowledge and experience in financial planning, while providing high-end, comprehensive solutions for his clients. We are looking forward to working alongside with Brian and his practice for years to come.”
Prudential Advisors supports over 3,000 financial advisors. Prudential Financial had approximately $1.6 trillion in assets under management as of Dec. 30.
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