PRESS RELEASE
Media Contact:
Alex Peak
Marketing &
Communications Specialist
816.802.6628
[email protected]
www.frontierwealth.com
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Frontier Wealth Management Expands
Wealth Advisory Team in Wichita
April 30, 2015
WICHITA, Kan. — Frontier Wealth Management, an independent SEC Registered
Investment Advisory firm based in Kansas City, Mo., has announced the recent
addition of a new advisor team to its Wichita office.
The team, previously of the Smith Investment Group of UBS Financial Services,
Inc., includes David K. Neal, John Jenkins, Chace Dillon, Michele Horton, Tracy
Ruddle and Deborah Farnham.
“When the Smith Group decided to join Frontier, it furthered my belief that we have
built a great company, a great culture and a great platform for accomplished advisors
and teams,” said Nick Blasi, Frontier CEO.
With more than $750 million in assets under management, the team of advisors
provides comprehensive financial planning and investment management services to
high-net-worth individuals and families throughout the country.
“Our goal as advisors is to deliver extraordinary service to our clients,” said Senior
Wealth Advisor David Neal. “Frontier’s entrepreneurial spirit and open-architecture
platform will not only enhance our ability to better serve our clients, but will allow
us to do it in a more client-centric fashion. We are very excited about our move
to Frontier, and we look forward to working in a collaborative and sophisticated
environment.”
With the addition of the Smith Investment Group, it is expected that Frontier’s total
assets under management will increase to approximately $1.8 billion.
“The Smith Group is a superb addition to our company. They are a very tenured
team that’s been in the business, collectively, over a hundred years,” Blasi said.
“Frontier takes great pride in upholding the highest standards in our industry, and
we are excited about the depth of knowledge and sophistication David and his team
bring to Frontier.”
The new team has joined the existing Frontier Wichita office at 1625 N.
Waterfront Parkway.
About Frontier Wealth Management:
Frontier Wealth Management is an independent SEC Registered Investment Advisor (RIA), serving a nationwide group
of clients from offices in Kansas City, MO; Wichita, KS; Chicago, IL; St. Louis, MO; and Albany, GA. Frontier provides a
wide range of solutions to its individual, family, corporate and non-profit clientele, including: comprehensive financial
plan design and maintenance; investment management (traditional and alternative strategies); insurance/risk management solutions and opportunities; estate planning ideas; generational wealth transfer education and execution;
tax planning; charitable planning techniques; college education funding analysis; retirement planning analysis; corporate retirement, pension and endowment solutions; treasury management programs; and business succession ideas.
For more information about Frontier Wealth Management, visit www.frontierwealth.com.