Strategic Wealth Advisors (SWA), a premier wealth management firm, is proud to announce the expansion of their wealth leadership team to include Agustin Montes as Partner and Director of Credit and Debt Management and Allison Dunn as a Registered Paraplanner℠. Strategic Wealth Advisors is a registered branch location of Investors Capital Corporation, a premier independent broker/dealer located in Lynnfield, Mass.
Agustin “Augie” Montes joins the firm after spending 15 years in the commercial banking industry, most recently as head of Weststar Bank’s Professional and Executive Lending. He also spent 10 years with J.P. Morgan.
“Augie has in-depth experience evaluating interest rates and debt exposure and how these factors impact a business’s balance sheet and income statement,” said Bobby Blanco, SWA Partner and Director of Insurance and Estate Planning. “Each SWA partner has a unique skill set. Augie is charged with monitoring interest rates, reviewing client debt and realigning our business clients’ portfolios and business solutions based on continuing market analysis coupled with our clients’ short and long-term financial goals.”
Allison Dunn, RP® graduated from Saint Michael’s College with a B.A. in Business Administration and a double minor in Finance and Marketing. She earned her Registered Paraplanner℠ designation from the College for Financial Planning and has been working in the financial services industry for more than five years. Ms. Dunn works alongside the Director of Client Services and is charged with providing a high degree of critical thinking, communications, attention to detail and dedication to client service.To contact Mr. Montes or Ms. Dunn, please call 915-532-8885 or visit www.sw-advisors.com. Investors are encouraged to visit SWA’s website at www.sw-advisors.com, which is filled with numerous financial perspective videos, including the federal income tax landscape, estate tax planning, Medicare and payroll tax, market cycles and many others. About Strategic Wealth Advisors Strategic Wealth Advisors is a wealth management firm located in El Paso, Texas. The firm provides comprehensive wealth management, investment, insurance, retirement and estate planning services to individuals, families, estates and corporate clients. Firm partners include: Henry Gallardo, Monica Salaiz-Narvaez, CFP®, CLTC, Bobby Blanco, and Agustin “Augie” Montes. Strategic Wealth Advisors is a registered branch location of Investors Capital Corporation, member FINRA/SIPC. SWA is located at 600 Sunland Park Drive, Building One, Suite 100, El Paso, TX 79912. For more information, please call 915-532-8885, email firstname.lastname@example.org or visit www.sw-advisors.com. About Investors Capital Holdings, Ltd. Investors Capital Holdings, Ltd. (NYSE MKT: ICH) of Lynnfield, Mass. is a diversified financial services holding company that operates primarily through its independent broker/dealer and investment advisor subsidiary, Investors Capital Corporation. The firm’s mission is to provide premier, 5-Star Service℠ and support to its valued registered representatives, including top notch advisory programs, strategic practice management, marketing services and transformational technology, to help them grow their businesses and exceed their clients’ expectations. Business units include Investors Capital Corporation, ICC Insurance Agency, Inc., and Investors Capital Holdings Securities Corporation. For more information, please call (800) 949-1422 x4814 or visit www.investorscapital.com. Securities offered through Investors Capital Corporation, Member FINRA/SIPC, 6 Kimball Lane, Lynnfield, MA 01940, 800-949-1422. Advisory Services offered through Investors Capital Advisory.
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