Erinn Ford: Supporting and Serving You

Valued Partners,

February is the month where love and gratitude are at the forefront. And in the spirit of gratitude, I want to thank you for your business and your continued trust and feedback as we continue to build for the future—together.

Connection in action
In last month’s update, I shared that one of our key priorities is to ensure you feel a connection to your partners at all levels across Osaic who are accountable for serving you and empowering you to thrive. With this in mind, I wanted to introduce you to two of the newest members of the Osaic Advisor Engagement leadership team who are laser-focused on delivering a truly enhanced experience for you and your peers.

Casey Davison, SVP, Advisor Engagement
Casey is a wealth management industry veteran with more than two decades of experience in leadership roles at firms including LPL Financial, Mass Mutual, and MetLife. At Osaic, he will partner with Independent and ensemble practices to accelerate the enterprise value and scale of their business. Casey and his family live in Charlotte, NC.

Claire McCarthy, SVP, Advisor Engagement
Claire joins our team with nearly three decades of experience helping enterprises, institutions, and advisors thrive in evolving environments. At Osaic she will partner with financial professionals and enterprises to co-create harmonized and differentiated engagement experiences. Prior to joining the firm, she held various leadership positions in Regulatory Compliance, Supervision, Sales, and Relationship Management with LPL Financial and M&T Bank Securities. Claire and her family live in Fort Mill, SC.

Claire and Casey would love to connect with you, as would any member of the Advisor Engagement team. Please always feel welcome to reach out at AdvisorEngagement@Osaic.com and a member of my team will get back to you promptly.

Cultivating communities
This month, I joined Advice and Wealth Management President Greg Cornick and RIA Solutions President Ed Swenson for a conversation on how we’re helping cultivate communities and helping you get the most out of the relationships in your Osaic ecosystem. Watch the video here!

Our Osaic advisory councils and boards have also kicked off their 2024 in-person meetings with the addition of several new members. Learn more about each council and board’s 2024 priorities and future in-person meetings.

I had the chance to catch up with our new National Advisory Board (NAB) Chair Chad Parmenter of Mirus Planning and Bellevue, WA, and here’s what he shared with me on his outlook for how the NAB is collaborating with Osaic to build a brighter future for all Financial Professionals.

“We believe Osaic is uniquely positioned to solve problems and enhance opportunities for advisors, their teams, and their clients due to the firm’s size and capabilities (economies of scale). Osaic employees have an opportunity to operate using two complementary frameworks that we believe can lead to a thriving organization and experience,” he said. “First, getting things done in a way that delivers direction, clarity, and a sense of confidence for advisors, their teams, and their clients. Second, communicating with a spirit of hospitality so that we all feel seen, heard, cared for, and that we belong as part of the Osaic community. In operating with such intentional effort, service levels and relationships with advisors, their teams, and their clients can align with what is wanted, needed, and deserved.”

We couldn’t agree more, Chad! Thank you for your leadership!

Thank you
Thank you for all that you do on behalf of your clients, and for your business and your partnership. We are so energized by our mission to serve you and will continue to lean in on our commitment to helping you thrive.

Best,

Erinn Ford
EVP, Advisor Engagement
Independent Channel Leader