After servicing clients, primarily in major wirehouses for 33 years, Scott wanted the ability to provide personal financial and private banking services, free from the inherent conflict of interest that exists in big bank brokerage firms. The Sade Group is a member firm of Kestra Private Wealth Services, LLC, which clears through National Financial Services, LLC, and custodies client assets with F
idelity Investments®. The Sade Group is a boutique firm that is well-positioned to help navigate the large number of products available in the market place today. Experience and depth of knowledge are at the forefront of the practice. After being licensed in 1982, Scott attained the highly regarded title of CIMA (Certified Investment Management Analyst) from the prestigious Wharton School of Business in 2000 and is also a CTFA (Certified Trust and Financial Advisor) through the American Bankers Association. Jody Zirn, the Portfolio Manager at The Sade Group, has worked in the wealth management industry since 1982 as a portfolio manager for some of the country’s leading Trust Companies. Jody assists Scott in providing unparalleled service and investment advice to their clients. Robin Miley has been with The Sade Group since its inception and was instrumental in creating the firm. Currently, Robin is the office manager, handling the day to day operations and assisting Scott and Jody to keep things running smoothly. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. The Sade Group Private Wealth Management is a member firm of Kestra Private Wealth Services, LLC. The Sade Group Private Wealth Management is not affiliated with Kestra IS. Investor Disclosures: https://bit.ly/KF-Disclosures
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Fidelity Investments® is an independent company, unaffiliated with Kestra Investments Services, LLC (Kestra IS) and Kestra Private Wealth Services, LLC (Kestra PWS). Fidelity Investments is a service provider to Kestra IS and Kestra PWS. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of this content supplied by Kestra IS or Kestra PWS and does not guarantee, or assume any responsibility for, its content. Fidelity Clearing & Custody Solutions℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 777892.1.0
