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View More Press Releases by Fulcrum Partners LLC.

Press release:

Fulcrum Partners Adds Financial Consultant as Part of Aggressive Growth Plan

Issued by: Fulcrum Partners LLC.

Date: June 7, 2016

Ponte Vedra Beach, FL (June 7, 2016) -- Fulcrum Partners LLC, one of the leading and largest executive benefits consultancies in the U.S., continues to grow with the addition of Financial Consultant, Adam Monson. Monson is the third addition to the nationwide Fulcrum Partners team for 2016.

Adam Monson is a graduate of Chapman University and joins the company’s Los Angeles office, having spent the past four years with Northwestern Mutual. Monson has been awarded both the Pacesetter First 40 Award, which is earned by only the highest achieving eleven percent of financial advisors nationwide, and the Pacesetter Second 60 Award, earned by less than two percent of financial advisors nationwide. These prestigious honors recognize the exemplary professional accomplishment of individuals during their first year on the job.

Company Managing Director, Phillip L. Currie, Jr., also part of Fulcrum Partners Los Angeles, says, “Fulcrum Partners is committed to growing the company, expanding our intellectual capital and building a team of high energy, forward thinking young leaders.”

A founder and Managing Director, Bruce Brownell, who is based in the company’s Ponte Vedra Beach, FL, headquarters explains, “We are very serious about our commitment to inspire and to be inspired by the dynamic talent that joins Fulcrum Partners. We build on our team’s commanding depth, experience and insight but at the same time we do not assume that tomorrow’s challenges will be solved with yesterday's solutions.”

About Fulcrum Partners LLC:
The Fulcrum Partners (http://www.fulcrumpartnersllc.com) team of experienced industry professionals serves with diverse skillsets, targeted experience and in-depth knowledge in executive compensation and benefits consulting. Fulcrum Partners is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy.

Founded in Ponte Vedra Beach, Florida (2007), today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles, California; Orlando, Florida; Ponte Vedra Beach, Florida; Portland, Oregon; and Washington D.C.

Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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View More Press Releases by Fulcrum Partners LLC.


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