TRAVERSE CITY, Mich., June 9, 2015 (GLOBE NEWSWIRE) -- Wedbush Securities, one of the nation's leading financial services providers, is pleased to announce the opening of its new Private Client Services ("PCS") office in Traverse City, MI. The office officially opened its doors on Friday, May 29, 2015. "We are all very excited to bring Wedbush to Traverse City," states Kirt Kilbourne, PCS Office Manager of the new location in Michigan. Kirt has nearly 25 years of experience in the financial services industry and will be managing the new Traverse City location.
Furthering Wedbush's national expansion, the new Traverse City office houses two teams of financial advisors. The first team is comprised of Mark and Jeff Spencer, who specialize in Retirement Income Planning. A lifetime Traverse City resident, Mark Spencer has spent his entire career in Northwest Michigan in the investment world, serving individuals, families, local retirement plans, and non-profits. His son Jeff Spencer is a 2007 graduate of the University of Michigan, and has been in the financial services industry since October 2010. Mark and Jeff have a combined 38 years of experience in the brokerage industry.
The second team includes financial advisors Jerome Hartl and Heather Kilbourne. Jerome has over 17 years of experience in the financial services industry and has held the prestigious Chartered Market Technician (CMT) designation since 2006. Second team member Heather Kilbourne earned an MBA from LSSU and has over 21 years of experience in the financial services industry. Her vast knowledge of finance allows her to work with clients in a wide range of areas. In addition to the two teams, Leslie MacKinnon joins the Traverse City office as the Operations Manager/Client Service Associate. Leslie has been in the business over 30 years and enjoys helping clients achieve their investment goals.
"We are pleased to be represented in the Traverse City market by a group of best-in-class professionals," stated Roc Willis, PCS Division 2 Manager at Wedbush Securities. The new Traverse City office is located at 830 E. Front Street, Suite 100, Traverse City, Michigan 49686, and can be reached at (231) 642-3310. Wedbush Securities' Private Client Group is home to approximately 400 financial advisors throughout more than 100 offices nationwide. Wedbush Financial Advisors are dedicated to clients' financial success, establishing relationships built on trust, supported by a firm built on experience, stability, and innovation.
About Wedbush Securities
Since our founding in 1955, Wedbush has been a leader in the financial industry providing our clients with a wide range of services; including retail and institutional sales, clearing services, equity research, corporate and municipal finance, equity market making, fixed income trading, and wealth management. Headquartered in Los Angeles, with over 100 registered offices, the firm focuses on relentless service, client financial safety, continuity, and advanced technology. Wedbush Securities is the largest subsidiary of holding company WEDBUSH, Inc., which also includes affiliated firms Wedbush Asset Management, Wedbush Capital Partners, Wedbush Opportunity Partners, and Lime Brokerage LLC.
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CONTACT: Sarah Gosler 213-688-8008 firstname.lastname@example.orgSource:Wedbush Securities