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Newsroom - Bob Whalen - February 25, 2009 Press Release



Brewer Financial Services Continues to Expand, Adding Four Advisors With $175 Million in AUM

February 25, 2009
 

Chicago, IL – February 25, 2009 - Brewer Financial Services, the full-service broker dealer division of Brewer Investment Group, an independent wealth management firm, today announced the addition of four more advisors to its rapidly growing national network of financial advisors. All four advisors, formerly with Ameriprise, are based in Florida. Combined, they have more than 65 years of experience and a client base representing approximately $175 million in assets under management.

“Over the past quarter, we have added 15 advisors with $505 million in assets under management to Brewer’s network,” said Bob Whalen, President of Brewer Financial Services. “Current market conditions have motivated advisors to look for alternatives to their current broker-dealer relationships.  At Brewer, advisors know they can remain independent and access a full array of products as well as new offerings while benefiting from one of the most competitive compensation packages in the industry. This is a compelling proposition for seasoned advisors and their clients, especially with the turmoil we see in the large captive broker dealers.”

Christopher Reuschle, CRPC®, Tracy Winfree, CFP®, Kenneth Friedman, CFP®, CLU®, ChFC®, will work as a team and are in Jacksonville, Florida. The fourth advisor, Bruce Musselman, ChFC®, is based in Cocoa, Florida. Together, the new Brewer Financial Services Florida-based advisors intend to build a strong regional presence based on Brewer’s mission of bringing institutional products and services to the traditional investor.

Messrs. Reuschle, Winfree, Friedman and Musselman spent 11, 19, 22 and 13 years with Ameriprise respectively prior to joining Brewer Financial Services.

“Brewer’s access to traditional and alternative investments helps me to better serve my clients’ needs, address their performance expectations and prepare them for a sound financial future. Brewer’s resident experts are extraordinarily helpful and knowledgeable about the industry” said Bruce Musselman. “At the same time, it gives me the opportunity to keep abreast of current and future trends.”

“Clients today need access to a broad range of investment options,” added Christopher Reuschle. “We decided to join Brewer because it offers open architecture, which gives latitude to select from a broad array of investments. We can now provide the best solutions for our clients based on their risk tolerance and life circumstances. Brewer also enables me to have access to better technology and compliance.”  

About Brewer Investment Group

Brewer Investment Group is an independent, diversified wealth management firm serving individual investors, small to mid-size businesses, institutions, independent advisors and introducing brokers. Brewer Investment Group has six wholly owned subsidiaries including Brewer Investment Advisors (RIA), Advisor Resource, Brewer Futures Group, Brewer Forex Group, and Brewer Insurance Group - offering a wide range of financial products, strong acumen in alternative investments and robust collaboration between each of its businesses.

Brewer’s mission is to bring institutional products and services to the individual investor and to leverage a comprehensive open-architecture platform which gives flexible access and choice to investment products such as commodities, limited partnerships, private equity, currency trading and a complete array of insurance and annuities. Brewer also offers an extensive list of managed futures and forex programs.

For more information visit http://brewerinvestmentgroup.com.
To become a Brewer Financial Services Advisor visit http://www.joinbrewer.com or call 800-971-2180.

Media Contact:         
Inna Suvorov
SVP, Communications and Marketing
Brewer Investment Group
312-896-3950
isuvorov@brewerinvestmentgroup.com

Advisor Contact:
Bob Whalen
President, Brewer Financial Services
312-896-3967
bwhalen@brewerinvestmentgroup.com

Corporate Offices at 200 South Michigan Avenue, 21st floor, Chicago, Il 60604.
Securities offered through Brewer Financial Services, LLC, member of FINRA/SIPC.    


 
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