Friday, June 8, 2018

Looking Glass Wealth Advisors Join Hilliard Lyons in Asheville

Six Wealth Advisors formerly affiliated with Oppen­heimer & Co. have just joined Hilliard Lyons in its Asheville branch as “Looking Glass Wealth Advisors.” Among them, they are bringing $390 million in client assets.

Sam Hershberger, a Hilliard Lyons First Vice President and Regional Director, commented that “Adding this diverse, talented team will dramatically increase Hilliard Lyons’ Asheville presence. To a person, they bring broad, deep experience in wealth management that will boost the firm’s visibility in this part of the Carolinas.”

The members of this wealth management team are all active in the Asheville community and are involved in a wide range of civic and charitable organizations. They all enjoy Asheville’s spec­tacular country­side, and they named their group “Looking Glass Wealth Advisors” after Look­ing Glass Falls, about 35 miles southwest of the city. The group is aligned into two teams, each with three Wealth Advisors and one Client Service Associate. The team names – the Blue Ridge Group and the Ridgeline Group – also allude to regional geography. The group will be based in Hilliard Lyons’ branch office at 79 Wood­fin Place in Asheville.

 

Here are the members of the Blue Ridge Group of Looking Glass Wealth Advisors:

  • Alan Brookshire, a Senior Vice President and Wealth Advisor, has earned the Accred­ited Investment Fiduciary (AIF®) designa­tion. Alan has worked with Merrill Lynch, UBS, and Oppenheimer & Co. A graduate of North Carolina State Univer­sity with a B.A. in accounting, he also served as that school’s Direc­tor of Account­ing.
  • James Chandley is a Senior Vice President and Wealth Advisor with over 32 years’ expe­rience, also with Merrill Lynch, UBS, and Oppenheimer & Co. A graduate of the Univer­sity of Tennessee – Knoxville with a B.S. in business administration, Jim was a branch man­ager at Georgia-Pacific before finding his voca­tion in financial planning.
  • Julie Willard is a Wealth Advisor with 18 years’ experience in wealth management. She began her career at First Union and worked at UBS and Oppenheimer & Co before transitioning to Hilliard Lyons. Before becoming an advisor, Julie was a Director of Sales and Marketing in Telluride, Colorado. She graduated from Appalachian State University with a B.S. in communication.
  • Phyllis Jamison supports the Blue Ridge Group as Client Service Associate. A Registered Financial Associate, Phyllis worked at Merrill Lynch and A.G. Edwards; before that, she was a wire operator at Robinson-Humphrey.

Here are the members of the Ridgeline Group of Looking Glass Wealth Advisors:

  • Kale Olson, a Senior Vice President and Wealth Advisor, has 17 years of experience, pri­mar­ily at UBS and, most recently, at Oppenheimer & Co. He has earned the Accred­ited Invest­ment Fiduciary (AIF®) designa­tion.
  • John Grear, a Senior Vice President and Wealth Advisor, has an intense focus on planning. He has an M.S. in Financial Planning, an Accred­ited Investment Fiduciary (AIF®) designa­tion, and a CFP® designation. He has 37 years of experience in financial services at firms including J.C. Bradford & Co., UBS, and Oppenehimer & Co., all in Asheville.
  • Linda Saylor is a Wealth Advisor, a CERTIFIED FINANCIAL PLANNER® (CFP®), and a Chartered Life Underwriter® (CLU). She uses these credentials to help clients prepare complete strategies to meet their financial goals. She has 22 years of industry experience, most recently at Oppenheimer & Co.; before that, she taught school for 20 years.
  • Denise Godley supports the Ridgeline Group as a Client Service Associate. She has a B.A. from the University of North Carolina – Asheville and 16 years’ industry experience.

Tom Kessinger, Hilliard Lyons’ President, expressed his admiration for this new addition to the firm: “We are so pleased to be able to add these dedicated wealth managers to our roster of Wealth Advisors. We have been seeking ways to extend our unique brand of wealth management expertise in the Asheville area, and the Looking Glass group is a perfect fit for us.”