08/28/2026
Please join us in congratulating Blake Wooten on his transition to Financial Advisor!
Over the past two and a half years, Blake has worked closely alongside our advisors and clients, gaining extensive hands-on experience in financial planning, client service, and wealth management. Through his role as a Client Concierge, he has built strong relationships, developed a deep understanding of our planning process, and played an integral role in helping our clients achieve their financial goals.
This transition does not mark the start of Blake’s advisory journey; instead, it represents the natural progression of a role he has been preparing for and contributing to for years. In addition to his experience working directly with advisors and clients, Blake is fully licensed and has earned the Accredited Portfolio Management Advisor™️ (APMA®️) designation, a respected credential that demonstrates advanced knowledge in investment management and portfolio construction.
Blake's commitment to professional growth, passion for serving clients, and dedication to excellence have made him a valued member of our team. We are incredibly proud of all he has accomplished and are excited to see the impact he will continue to make in his new role as a Financial Advisor.
Congratulations, Blake! We can't wait to see what's ahead.
