Nafees Alam Joins FamilyWealth’s Pensacola, FL Branch

Feb 1, 2021

<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 &amp; Consumer Lending.</p> <p>&quot;Nafees brings a depth of experience and commitment to client success that aligns perfectly with FamilyWealth's philosophy and client service standards,&quot; said <span class="xn-person">John Mugarian</span>, branch manager in <span class="xn-location">Pensacola</span>. </p> <p>&quot;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,&quot; 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&amp;l=en&amp;o=3052683-1&amp;h=3704727039&amp;u=http%3A%2F%2Fwww.familywealth.us%2F&amp;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>

More News

YOUR NEWS, OUR NETWORK.

Do you have Great News you want to tell the world?

Be it updates about your business or your community, you can make sure that it’s heard by submitting your story to our network reaching hundreds of news sites across 6 verticals.