Each firm has its unique culture that focuses on supporting your independence as a financial professional with all the help you’d need to expand your footprint, grow your business, retain your clients, and build a succession plan that allows for your firm’s legacy to continue after your own retirement. Talk to any of our field leaders below about how we can best support you.
Head of 1847Financial
Managing Principal – Headquartered in Edison/Saddle Brook, NJ
Managing Principal – Headquartered in Houston, TX
Managing Principal – Headquartered in Conshohocken/Philadelphia, PA & Boca Raton, FL
Managing Principal – Headquartered in South Jordan/Salt Lake City, UT
Managing Principal – Headquartered in New York, NY and Wakefield, MA
Managing Principal – Headquartered in Oklahoma City/Tulsa OK
Managing Principal – Headquartered in Brentwood/Nashville TN
Managing Principal – Headquartered in Charlotte, NC and Atlanta, GA
Managing Principal – Headquartered in Dallas/Ft. Worth, TX
Managing Principal – Headquartered in Akron, OH and Pittsburgh, PA
Our national support is responsible for supporting all financial professionals with our 1847Financial firms. We complement the field leadership with subject matter expertise spanning disciplines like business technology, practice management, technology, advanced sales and wholesaler support, and marketing to grow your business.
AVP, Sales and Financials
AVP, Practice Development
Head of Wealth Management, Business Development
Director, Sales Development
Onboarding & Transition Manager
AVP, Leap Systems
Director, Field Marketing
Distribution Transformation Manager
Distribution Analysis Manager
Diversity and inclusion is very important to me. Dewane Lewis, our managing partner, listens and I knew that coming in. We're bringing financial professionals of color so that the markets within their communities can be served.
We help our financial professionals in a variety of different ways. First and foremost, we want that policy that they're writing to be issued as soon as possible. So we'll reach out in various different ways, whether it's texting, phone call, emailing, and following up. We'll do whatever it takes to get that policy issued.