With the addition of Weinstein, the firm deepens its commitment to growth and recruiting the highest-quality professionals
ROCKVILLE, Md., December 20, 2021–(BUSINESS WIRE)–Grove Point Financial, a boutique independent broker-dealer and registered investment adviser platform, today announced the appointment of Mark Weinstein as Vice President of Business Development covering the Eastern region.
With more than 16 years of industry experience, Weinstein has helped over a thousand advisors explore independence. He will be responsible for overseeing the full spectrum of recruiting, including networking, sourcing leads, and managing prospects at financial advisory firms with varying levels of assets under management. Weinstein will report to Rob Engle, Executive Vice President and Head of Business Development, who joined Grove Point Financial earlier this year.
“Mark’s dedication to the industry is proven through his successful track record and deep skillset,” said Engle. “We are confident he will help us achieve tremendous growth and are beyond thrilled to welcome him to the team.”
Prior to joining Grove Point Financial, Weinstein served as a Regional Sales Executive at E-Trade Advisor Services, consulting and recruiting registered investment advisory teams. He also held the Senior Vice President of National Recruiting position at Spire Investment Partners and Regional Director at LPL Financial where he was awarded President Council. Weinstein earned his bachelor’s degree in business management economics at the University of California, Santa Cruz, and holds Series 7, 63, and 66 registrations.
“Over this past year, Grove Point Financial has seen exceptional growth and I’m eager to jump into this new role,” said Weinstein. “Their top-tier resources and services, coupled with Rob’s executive commitment to growth, will allow me the unique opportunity to hit the ground running.”
With the newly appointed Weinstein on board, Grove Point Financial positions itself for continued growth in 2022.
About Grove Point Financial
From its headquarters in Rockville, Maryland, Grove Point Financial, LLC (Grove Point Financial) provides investment and wealth management services through more than 500 financial professionals across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else.
Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment advisory services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC and Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, which is a subsidiary of Kestra Holdings.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.
Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LLC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisors, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
View source version on businesswire.com: https://www.businesswire.com/news/home/20211220005131/en/
Gregory FCA for Grove Point Financial and Kestra Holdings
Chandler Kuck, 239-302-7464
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