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Monday, December 9, 2024
DUBLIN, OHIO – Ascend Advisory today announced Financial Advisor Abram McCarty (LinkedIn), joined the practice.
WATCH
McCarty shares insights on why he joined
Dedication to client support
CEO Tony Reilly commented, “Abram fits our profile well as an established financial advisor with a well-run client process." Reilly went on to say, "We are able to scale because we have such high quality advisor teams in place. Abram fits into our culture of giving."
Before joining Ascend, McCarty built a loyal client base as a financial advisor at Merrill Lynch and Morgan Stanley. He believes that communication is key and embodies this principle in every interaction with his clients. With a keen sense of attentiveness and curiosity, he is dedicated to helping them achieve their most important goals, answering questions along the way.
McCarty, strong fit for culture
“Even before I started, I was becoming integrated with Ascend. I was invited to a charity event and client event so I could get comfortable with the team, and immediately could see the shared values,” McCarty shared.
WATCH
McCarty shares first impressions
McCarty has been most impressed with the depth of constant education and insights passing through the office.
“When exploring all of the options today in wealth management, Ascend stood out among the others,” McCarty said, and continued, “It’s uncommon to find the unique blend of resources, culture, and cohesion all in one place, but I can confidently say Ascend has all three.”
WATCH
McCarty brings to life the client experience
About Ascend Advisory Group
Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory practice with clients in 44 states and $2B assets under management (as of 3/28/24), starting with $27M in 2001.
Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to humbleness and honesty. While the company has grown tremendously, the culture remains steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options. Ascend works to ensure the mission for each client’s dollar is achieved.
Ascend has been recognized on Forbes 2024 Best-In-State Wealth Management Teams for the State of Ohio(1).
Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, samantha.mooney@wfafinet.com
(1) 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory is a separate entity from WFAFN.
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