Advisors Join Woodbury to Fulfill Succession Plan
Two advisors with combined managed assets totaling $170 million are joining Woodbury Financial Services, one of Advisor Group’s broker/dealers, and in doing so, will take the reins of Life Certain Wealth Strategies, a five-person firm with $240 million in assets that is affiliated with Woodbury.
Joseph Di Biasi and Gregory McElheny will join Woodbury from MML Investors Services. Life Certain President and founder Herb White began seeking merger partners to enact his succession and retirement plan starting in 2019, and di Blasi and McElheny said they’d be interested in joining Woodbury. Advisor Group’s Succession Team was brought on to help with the transition.