For Immediate Release s20

Total Page:16

File Type:pdf, Size:1020Kb

For Immediate Release s20

For Immediate Release Contact: Kate Pickert March 10, 2014, 2014 913-449-8626

Pegasus Capital Management’s Team Expands James Allen Joins Pegasus Team

OVERLAND PARK, KS March 10, 2014 – Wealth advisory firm Pegasus Capital Management, affiliated with Commonwealth Financial Network®, a broker/dealer and registered investment advisor, today announced that James Allen is joining Pegasus Capital Management. “We’re excited to have James as part of the Pegasus team,” said Ray D. Evans, Managing Partner of Pegasus. “He brings with him a strong background in retirement planning which will help us continue to provide a high level of service as our firm grows.” Allen previously worked for Mariner Wealth Advisors in Leawood, KS where he was the education and enrollment coordinator for the firm’s retirement plan division. He was responsible for retirement plan enrollment and educating clients on retirement planning. Prior to Mariner, Allen worked at Bank of Prairie Village as a private banking and loan officer. “The Pegasus Team has an excellent reputation and I look forward to helping clients toward their financial goals,” said Allen. “I’m thrilled to be a part of a growing firm.” As part of Pegasus Capital Management, Allen will be working directly with clients and the Pegasus team of specialists who provide each client comprehensive wealth management advice. “At Pegasus, we are dedicated to providing a personal, customized approach to our clients’ wealth management,” said Evans. “The addition of James is part of our continuing investment to provide the best service to our clients.” James received his Bachelor’s of Arts in Economics from the University of Kansas. About Pegasus Capital Management Pegasus Capital Management has been providing individuals and organizations with financial guidance since 1990. Located at 7300 West 110th, suite 530, Overland Park, Kansas, the advisors of Pegasus Capital pride themselves on crafting unique strategies for each client. For more information, please visit www.pegasuskc.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered by Pegasus Capital Management, Inc. are separate and unrelated to Commonwealth.

About Commonwealth Financial Network Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is the nation’s largest, privately held independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. Commonwealth was ranked “Highest in Independent Advisor Satisfaction among Financial Investment Firms” by J.D. Power and Associates. The firm supports more than 1,400 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. For more information, please visit www.commonwealth.com.

Commonwealth Financial Network® received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 and 2012 U.S. Financial Advisor Satisfaction Study℠. The 2012 study was based on nearly 2,800 total responses and measures overall financial advisor satisfaction among advisors registered with Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed between November 2011 and January 2012. Your experiences may vary. Visit jdpower.com.

###

Recommended publications