Stonebridge Financial Group, LLC, recently named a Best Wealth Management Firm winner in the 2021 Central Penn Business Journal Reader Rankings,1 is proud to welcome Jeremy Rivers, CFP®, as a Financial Advisor.
“I’m excited to join Stonebridge and appreciate the team’s collaborative, forward-thinking approach to wealth management, which is so critical in this digital age,” Rivers says. “I believe education can help people make the best decisions, and I am eager to educate and assist clients as they plan for the best solutions for their future.”
“Jeremy has demonstrated an outstanding commitment to helping his clients and continuing his education throughout his career,” said Stonebridge Director Brian McCarver, CFP®, CIMA®. “We know he will become a trusted advisor to our clients and provide the personalized investment experience they deserve.”
A graduate of Shippensburg University, Rivers previously served as a Financial Advisor at Prudential Financial in Philadelphia. Prior to that, he worked as a Financial Advisor at Citizens Investment Services. He also served as a Financial Advisor at Merrill Lynch and a Registered Representative at Lincoln Financial Advisors.
“My experience working for national insurance companies as well as national and regional banks has helped me view wealth management from many viewpoints and better understand the landscape of the entire industry,” Rivers said.
Rivers will focus on providing an integrated approach to help clients create long-term plans as they become more aware of their personal finances, future needs and how one financial decision impacts another.
Rivers becomes the sixth new person to join Stonebridge within the past 18 months, including one hire at the newly opened Lancaster office. Stonebridge earned a spot in PLANADVISER Magazine’s 2020 national top 100 Retirement Plan Advisors2 and currently has more than $1 billion assets under management.
1 Disclosure-Eligibility Criteria for CPBJ Reader Rankings Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is not indicative of future investment performance and may not be representative of individual clients’ experience.
2 Disclosure-Eligibility Criteria for PLANADVISER Magazine’s 2020 national top 100 Retirement Plan Advisors list: The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in the 2019 Top 100, he had to submit a completed entry to our 2018 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.