Wealthspire Advisors Names Jandy Rowe Head of Client Service

New York, January 17, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, has appointed Jandy Rowe to lead its client services. As Head of Client Service, Rowe will oversee the ongoing design and execution of the overall client service experience.

“Delivering on exceptional client service is at the core of what we do and a primary driver of our success and growth,” said Eric Sontag, Wealthspire’s President & Chief Operating Officer. “Jandy is a proven leader in this field with extensive experience building and operating client service teams, and we are honored to have her join the Wealthspire leadership team. We look forward to the energy, enthusiasm, and ideas that she will bring to elevate and enhance the client and advisor experience.”

Prior to joining Wealthspire, Rowe worked at Wipfli Financial Advisors, where she began as a Client Service Associate and worked her way up to Chief Operating Officer during her career of 20+ years. Following Wiplfi Financial Advisors’ acquisition in 2022, Rowe served as Director of Integration at Creative Planning.

“Wealthspire Advisors and its people are profoundly committed to their clients,” said Rowe. “This role enables me to leverage my passion for creating a world-class client experience, and I look forward to working closely with Inessa Mischenko and the entire client service team at Wealthspire.”

Across its entities, Wealthspire Advisors oversees approximately $16.7 billion* of assets under management throughout a national platform of 19 offices in 10 states.

About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

About NFP
NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor that provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 9th best place to work for large employers in insurance, 7th largest privately-owned broker, 5th largest benefits broker by global revenue and 13th largest broker of US business (all rankings according to Business Insurance).

Visit NFP.com to discover how NFP empowers clients to meet their goals.

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*Assets under management as of 9/30/2022.
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Private Ocean, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2023 Wealthspire Advisors

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