Nafees Alam Joins FamilyWealth’s Pensacola, FL Branch
<section class="release-body container"> <div class="row"> <div class="col-sm-10 col-sm-offset-1"> <p><span class="xn-location">DALLAS</span>, <span class="xn-chron">Feb. 1, 2021</span> /PRNewswire/ -- Leading financial services firm FamilyWealth announces the appointment of <span class="xn-person">Nafees Alam</span> as an Investment Adviser Representative (IAR) under the supervision of the FamilyWealth branch office in <span class="xn-location">Pensacola, Florida</span>.</p> <p>Mr. Alam comes from an extensive background in the Financial Services Industry. Most recently with Wells Fargo Advisors, he served on a team managing <span class="xn-money">$150 million</span> in Assets Under Management. He specialized in planning and investment management strategies to help his clients achieve their financial goals. </p> <p>Mr. Alam started his career in the Financial Services Industry in 2010 and has worked at four Fortune 500 companies in that time. In a management role at Regions Bank, he developed strategies for clients' financial concerns by utilizing a variety of approaches such as Private Wealth Management, Insurance Planning, and Commercial & Consumer Lending.</p> <p>"Nafees brings a depth of experience and commitment to client success that aligns perfectly with FamilyWealth's philosophy and client service standards," said <span class="xn-person">John Mugarian</span>, branch manager in <span class="xn-location">Pensacola</span>. </p> <p>"After learning about the technology platform at FamilyWealth, the decision to leave my previous broker was simple. It all came down to knowing I will have the tools and resources I need to provide a level of service normally only found in a national firm, while also having the ultimate flexibility in investment solutions for my client, no matter the complexity," said Mr. Alam.</p> <p><b>About FamilyWealth</b></p> <p>FamilyWealth offers numerous financial services and technology solutions to advisers and firms nationwide. The FamilyWealth platform is a digital WealthTech ecosystem that brings together a suite of tools, including CRM, Analytics, Unified Managed Household Accounts, Digital Account Opening, Asset Management, Proposal Generation, and Compliance into a customizable portal, called <b>My AdvisorView</b><sup>TM</sup>.</p> <p><a href="https://c212.net/c/link/?t=0&l=en&o=3052683-1&h=3704727039&u=http%3A%2F%2Fwww.familywealth.us%2F&a=www.FamilyWealth.us" rel="nofollow" target="_blank">www.FamilyWealth.us</a> </p> <p>If you would like additional information, please contact <span class="xn-person">John Alvarez</span> at (214) 624-1022 or <br/><a href="mailto:290385@email4pr.com">290385@email4pr.com</a><br/><br /></p> </div> </div> </section>
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