Founded in 2017, EverSource Wealth Advisors® was launched to help financial advisors achieve independence inside a culture that matched their values.

Finance

Eversource Wealth Advisors

Eversource Wealth Advisors' headquarters in Birmingham, AL, United States

Mark Wesson

Theresa Davis

Randy Wilson

Jessica Riner

Leslie Urrea

Todd Kessler

Glenn Waddell

Daniel Phillips

Rhonda F. Hitchcock

Eric Reinhold

Tim MacReady

Dan Twogood

Howard Varnedoe

Grant Twogood

Tim Lewis

Endel Liias

Rory Collins

Paul Rutkowski

The Financial Advisory Team at Eversource Wealth Advisors is dedicated to providing personalized investment strategies and financial planning solutions to clients. Comprised of experienced advisors, the team focuses on understanding clients' unique financial goals and values, ensuring tailored guidance that fosters independence and long-term wealth growth. Through collaboration and expertise, they empower clients to make informed decisions and achieve financial success.

Financial Advisory Team

This department provides expert financial guidance and strategies to clients to help them achieve their financial goals.

Financial Advisory

This department provides financial planning and investment advice to clients, helping them manage and grow their wealth.

Wealth Management

This department oversees the management and execution of investment processes and transactions.

Investment Operations

The Leadership Team at Eversource Wealth Advisors is responsible for setting the strategic direction and vision of the company, fostering a culture of independence and value alignment for financial advisors. They collaborate on key initiatives, drive operational efficiency, and ensure the organization remains responsive to the evolving needs of clients and the financial advisory landscape.

Leadership Team

This department provides virtual support and integration services to advisors and their clients.

Eversource Wealth Advisors

Org chart

Board & advisors

Teams

Financial Advisory Team

Financial Advisory

Wealth Management

Investment Operations

Leadership Team

Advisor Support Services

Offices

Eversource Wealth Advisors

Org chart

Board & advisors

Teams

Financial Advisory Team

Financial Advisory

Wealth Management

Investment Operations

Leadership Team

Advisor Support Services

Offices

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