1st Global is a leading growth consultant for CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients.
Dallas, TX
Joined September 2009
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We’re excited about the next phase of bringing these companies together
.@Blucora is bringing together its @HDVest and @1stGlobal wealth management divisions less than six months after acquiring 1st Global, rebranding them as Avantax Wealth Management, with a focus on tax-planning advice. trib.al/FpKhe83
1st Global retweeted
Honored to partner with @1stGlobal Financial Partners @BillCassPutnam sharing Intergenerational Wealth Transfer Planning Strategies for the Next Generation in Austin “One Giant Leap” National Conference. @Putnam_News @1stGlobal @Avantax_Wealth proud partners!
1st Global retweeted
Thanks @1stGlobal for inviting me to speak with your advisors in Austin today! #OneGiantLeap
Our very own Jordan Harness weighs in on the future of events
When we asked our Cvent Celebrities, "What does the meetings and events industry mean to you?" here's what Jordon Atherton at @1stGlobal had to say! #Cvent20YearsStrong #CventSuccess #CventCelebrity
We do too @CPAPlanner! Hopefully we can have you back soon
When I spoke @1stGlobal's Conference over the summer, the future name of the firm was a big ? for advisors. For what it's worth, I like the "Avantax" name. Highlights their focus!
"Blucora to Rebrand HD Vest, 1st Global as Avantax Wealth Management" buff.ly/318FKAN
1st Global retweeted
.@Blucora is bringing together its @HDVest and @1stGlobal wealth management divisions less than six months after acquiring 1st Global, rebranding them as Avantax Wealth Management, with a focus on tax-planning advice. trib.al/FpKhe83
Are U.S.-China talks a game changer for markets? 1st Global portfolio managers Jennifer Hutchins, CFA and Martin Landry, CFA, CFP, CAIA, CIMA, CTFA, CIPM, AIF® weigh in
bit.ly/2yLHpPX #investing #marketvolatility #tradetensions
1st Global retweeted
On this Preferred Provider Monday, we are highlighting
@1stGlobal, an independent wealth management partner to exceptional CPA wealth management firms.
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Learn more at 1stglobal.com & visit their exhibit table at Leading Partners Retreat #cpaiPreferredProviders
1st Global retweeted
Our Marketing Director, Bethany Wolfe, presented on a panel for @1stGlobal's Communities conference in Dallas this week. The panel discussed marketing wealth management practices, and Bethany was asked to contribute insights from her experience with KROST Wealth.
#1stGlobal
Looking forward to it @CPAPlanner Glad to have you as a part of the event
Excited to be in Dallas for a great day with @1stGlobal for their Communities Conference w/ 300 tax-minded financial planners!
3 sessions today, kicking off with Critical IRA Errors Advisors Must Avoid #1stGlobal
1st Global retweeted
Our board of directors spent the day on #CapitolHill meeting with lawmakers to discuss issues impacting the independent financial services industry. Took a break to enjoy the weather on the Speaker’s Balcony.
1st Global retweeted
I was recently interviewed via Skype by Jeff Pedowitz of the Pedowitz Group & got the opportunity to talk about all the things I love about my job the significant opportunities ahead #Marketing #CMOInsights youtu.be/wFW5xnksDUY
Fireworks over San Diego Harbor! 😄🍾 What a Great Way to Cap Off #1stGlobal Eagles Executive Forum 2019
Even the most talented quarterback doesn’t win the game alone. Why should it be any different for wealth management? Our advisors harness the power of 1st Global’s expertise and due diligence to create investment portfolios their clients can rely on. youtu.be/SsaOi_riPfQ
Eagles Executive Forum emcee Nate Biddick kicks off the #1stGlobal event with a few stories and a special message from the Founder #cpa #financialplanning – at Coronado, CA
@1stGlobal Eagles Executive Forum is a go with COO Paul Stewart kicking off our first speaker on board the USS Midway – at San Diego, CA
It’s time to have the talk…about finances. Let your trusted advisor guide family discussions about money.
1st Global retweeted
Chasing storms, breaking news and meeting managers ➜ The curious career of Martin Landry
✏️ @NicoleMPiper
#assetmanagement #fundmanagement @1stGlobal
buff.ly/2LQy9Ds
Concerned about future medical expenses damaging your financial plan? Take two deep breaths and call your financial advisor in the morning. #financialplanning #WealthManagement
