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Conte Wealth Advisors Opens York Office Continuing Expansion

CAMP HILL, Pa. -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

Brian Lauer and Patrick Barry each joined CWA on November 1, 2019 in order to offer expanded independent financial planning and wealth management services and benefits to their clients courtesy of the infrastructure and the team approach embraced by CWA, its staff, and its advisors. Lauer and Barry have brought their support staff to the new firm with them, bringing the team of staff across CWA up to 13 individuals.

"Moving to CWA will give me the ability to empower my clients to effect positive change in their lives through planning and investment guidance," Lauer says.

Barry believes that "It's really all about the client and their experience. The level of support at CWA, and the suite of products available to the team helps us to put our best foot forward in serving our clients."

The York office represents the seventh CWA office with the rest spread across Florida and Pennsylvania. Lauer and Barry round out the CWA team of advisors to 17 in total with six of those advisors having joined in 2019.

Conte Wealth Advisors continues to enjoy unprecedented growth and recognition from its broker/dealer, Cambridge Investment Research, where it falls within the top 6% of all producer groups which spans over three thousand advisors across all 50 states.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors and Cambridge are not affiliated. 2009 Market Street, Camp Hill, PA 17011

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Business, Free News Articles

Conte Wealth Advisors Opens Office in Tampa, Florida

TAMPA, Fla. -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

Robert boasts over 12 years of financial advisory experience providing families and individual investors with planning, investment and insurance services. As a financial advisor he has carved out a niche working with employees of higher education institutions.

"I was drawn to CWA because of the breadth of investment offerings available to my clients and the autonomy to build a plan based on what I felt was appropriate for each client," said Robert Seaman.

As its first Tampa advisor, Robert joins a fast-growing team of advisors in Fort Myers and Marco Island each of who have affiliated with CWA within the past three years.

"Mr. Seaman is a perfect fit for the CWA team given his wealth of knowledge about higher education retirement plans and planning," says Anthony Conte, CWA's Managing Partner. "We expect his practice to continue to grow and evolve with our team as he brings his unique advisory approach and expertise to bear within CWA's network of advisors."

Of the network of advisors currently working under the CWA brand, other recent additions have been in Pittsburgh and Camp Hill, Pennsylvania, and CWA continues to aggressively target growth nationwide.

Conte Wealth Advisors is an affiliate of The Independent Grid, a Tampa based corporation that is in the top 6 percent of all producer groups at Cambridge Investment Research. The Independent Grid is dedicated to serving advisors with marketing support, business coaching, client event planning, and supervision services, among other amenities. Both CWA and The Independent Grid are aligned with Cambridge Investment Research, voted Broker/Dealer of the Year by Investment Advisor Magazine 11 out of the last 13 years.(*note 1)

For more information about Conte Wealth Advisors or The Independent Grid, contact Trent Gain at (888) 944-9725, or email tgain@theindgrid.com.

Web: https://www.contewealth.com/

(*Note 1) Investment Advisor magazine, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2015 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the eight years listed.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors and Cambridge are not affiliated. 2009 Market Street, Camp Hill, PA 17011.

Media Contact:
Trent R. Gain, COO, The Independent Grid
Phone: (888) 944-9725
Email: tgain@theindgrid.com

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This news story was published by the Neotrope® News Network - all rights reserved.