Broker-dealer affiliate of World Investment Advisors Welcomes $190 million NYC Metro-Area Firm
Leading financial advisory firm World Investments, Inc. announced that it has acquired Freeman & Vannauker LLC (FV or the firm), an independent financial services practice in Freehold, N.J. A breakaway with approximately $190 million in assets under management, the firm specializes in delivering comprehensive financial planning and investment management services for individuals, families and businesses.
Most recently, FV was a part of the Osaic network of firms. It is migrating its RIA and broker-dealer accounts to World Investments, the broker-dealer affiliate of World Investments Advisors, which was known as TFS Securities before it rebranded in June.
The acquisition represents a reunion between FV and World Investments, with the firm once being affiliated with TFS Securities. FV has grown its business over the years by focusing on crafting investments, retirement and educational plans for clients, as well as delivering insurance and risk management solutions.
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“We are thrilled to have the Freeman & Vannauker team become part of the World community,” said Troy Hammond. “They are an impressive group of advisors, and their addition to World not only continues our recruiting momentum but serves to expand our footprint in the New York City metro area. We look forward to the advantages our partnership will bring all our clients.”
“Joining World Investments gives us an opportunity to streamline our operations and offer a broader suite of products and services, allowing us to enhance our clients’ experience and help them achieve their goals,” said Brian Freeman. “Our ethos aligns with theirs, as does our long-term growth strategy. We are excited about the future and what this new partnership means for our clients and partners.”
“I could not be happier to welcome back Brian and Mark,” said Tom Hyland, President of World Investments. “Their decision to partner with World Investments is undoubtedly a strong validation of the support our family of companies can offer to strong, growth-minded advisor businesses looking to enhance the level of service they provide clients.”
Consistent with World Investment Advisors’ commitment to growing its wealth management business, this is the company’s 11th transaction since October 2023.
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Source – prnewswire
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