A.G.P. / Alliance Global Partners is pleased to announce Mark Adler, formerly with GMS Group, has joined as Managing Director of Investments
A.G.P. / Alliance Global Partners (“A.G.P”) is pleased to announce Mark Adler has joined the firm’s Wealth Management Department, out of the Boca Raton Florida Branch.
A.G.P. / Alliance Global Partners (“A.G.P”) is pleased to announce Mark Adler has joined the firm’s Wealth Management Department, out of the Boca Raton Florida Branch.
Mark has been in the Financial Services industry for the past 33 years. Mark has spent the past 17 years with GMS Group, where he historically managed over 80 million in assets. Mark specializes in income-based portfolios and has a deep understanding of the fixed income arena. Mark works closely with high-net-worth families in assisting them with meeting their financial goals.
A.G.P. CEO/Executive Chairman Phil Michals , commented: “Mark is an example of another financial advisor that has spent the majority of his career at one firm, which is testament to how important stability is for him and his clientele. We know Mark took his time and plenty of diligence to see what the best move for his clients and himself was. We are proud that Mark has entrusted A.G.P. as his next choice and we look forward to offering him all the additional capabilities.”
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® commented: “We are excited to add another experienced advisor to our growing presence in South Florida. With the open architecture platform we offer, we look forward to helping Mark expand his extensive experience in fixed income to offer numerous solutions to his clients’ needs. We are glad Mark made the choice to join AGP for the next phase of his career and are confident that our support will benefit him and his clients for years to come.”