CHRIS GIROUX JOINS BE WEALTH
SALINA, KANSAS Be Wealth is excited to announce Chris Giroux joining the firm as a LPL Financial Advisor and VP of Investments. This new partnership combines 60 plus years of experience in the financial investment and planning world.
Based in Salina, Kansas, Giroux previously held the position of Area Sales Leader with Waddell and Reed and was instrumental on the Waddell and Reed advisor acclimation team during the transition to LPL Financial. Additionally, through corporate positions held, Giroux has been a main resource and supporter for advisors throughout the Midwest. “Welcoming Chris Giroux is an opportunity to round out our investment strategy team and continue growth toward being recognized as the leading financial planning team in central Kansas,” states Brandon Ebert, Partner.
Since 2003, Be Wealth has provided financial and wealth management services to clients around the nation. With a focus on accepting clients whose goals align with the Be Wealth approach, the firm has grown to manage approximately $385 million in advisory, brokerage, and retirement plan assets. “We focus on ensuring clients are on pace for retirement, have their estate plan in place, and are planning for the things that are important to them,” says Kevin Quinley, Partner.
“Be Wealth’s professionalism, sounds strategies, and the high level of service they provide, made it clear we share the same philosophies when caring for the needs of our clients” adds Giroux. Their mission is to be there every step of the way for their clients. Be Wealth has growth plans to add additional advisors and professional staff to enable those associated with Be Wealth to expand their footprint within the State of Kansas over the next three to five years.
For more information about Mr. Giroux, Be Wealth or the services offered, visit www.bewealth.com or contact Be Wealth at 785-309-7007 or by email at colleen@bewealth.com
About Be Wealth
Be Wealth is a comprehensive financial planning firm that offers investments, access to insurance, and comprehensive financial planning. Regardless of your life stage, income, or goals, we work with you to create a financial plan to help manage short-term goals, long-term aspirations, and work toward meeting your financial targets. We are guided by three main goals; Ensuring you are on pace for retirement, have your estate plan in place, and are planning for the things important to them. Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. By working closely with you throughout all of life’s stages, from buying your first home to planning for your newborn’s college education. From deciding how to take your retirement distributions to planning your estate, we’ll be there every step of the way, listening, planning, and advising.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 20,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research. & Consulting Annual TPM Report)
For more information:
Colleen Marrs
Be Wealth
785-309-7007
colleen@bewealth.com