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

Rhonda Lutzke

Randy Wilson

Rhonda F. Hitchcock

Daniel Phillips

Leslie Urrea

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

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

The Consulting Team at Eversource Wealth Advisors develops strategies and financial models to enhance advisor independence and optimize compensation structures. By leveraging industry insights and legal expertise, this team provides tailored guidance to ensure compliance and align with the firm’s core values, fostering a supportive environment for financial advisors to thrive.

Consulting Team

Eversource Wealth Advisors

Org chart

Board & advisors

Teams

Financial Advisory Team

Leadership Team

Consulting Team

Offices

Eversource Wealth Advisors

Org chart

Board & advisors

Teams

Financial Advisory Team

Leadership Team

Consulting Team

Offices

Related companies