CLEARWATER, Fla. – Flaharty Asset Management, a Florida-based wealth management firm serving clients throughout the U.S., announced the promotion of Steven Guess, a retired Air Force non-commissioned officer and nuclear specialist to operations executive, where he will serve clients and advisors by providing administrative support.
Guess joined the team at Flaharty Asset Management when his previous company, AWA Investment Advisors, merged into Flaharty Asset Management late last year.
“We’re excited to announce Steven’s promotion and are grateful for all that he brings to our team,” said Shon Flaharty, founder, CEO and managing partner of Flaharty Asset Management. “He embodies the core values of the Air Force, which include integrity first, service before self, and excellence in all we do, which I think is safe to say that those core values are the underpinnings of a high quality team mate.”
Prior to his work in the financial sector, Guess served in the Air Force for 20 years, where he retired as a non-commissioned officer in 2016. While serving in the Air Force, he had the privilege of working in three different career fields and being recognized as a distinguished honor graduate from his training schools. His last post was as unit education and training manager overseeing training operations for five squadrons at Tyndale Air Base near Panama City, Florida. His duties included operations officer, positional and academic instructor, education and training administrator.
“I look forward to continuing to contribute to the team at Flaharty Asset Management, as we pursue continued growth for our advisors and our clients’ portfolios nationwide,” said Guess.
Flaharty Asset Management was formed in 2007 by Shon Flaharty, and is a full-service institutional investment management and advisory firm specializing in all areas of financial planning, investment advice and private wealth management. As of March 1, 2021, Flaharty Asset Management currently serves over $800 million in brokerage and advisory assets edging closer toward the milestone of $1 billion in assets under management.
In addition to Guess’s promotion within the organization, Flaharty Asset Management is hiring new team members as they work toward fulfilling their strategic growth goals for 2021.
2020 Financial Times 400 Top Financial Advisers minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial.
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