Front Row: Brandon Moe, Stephen Good, Jim Meehan, Carlos Suarez, Gabriel Vasquez — Back Row: Michelle Boyce, Ezequiel Bronzel, Jorge Jorge, Adam Sherman, Pedro Torres, Mickey Rosenzweig and Charlene Guisasola
Financial Services
What makes Managing Partners Lisa Davis and Jim Meehan and the team at 1847Financial stand out is their passion about the value of teamwork, creating a strong workplace culture and their pursuit of delivering an exceptional client experience.
“I believe that teaming is critical to success,” explains Davis, who works out of the company’s Philadelphia headquarters. “We spend a lot of time talking to people about diversity — and that diversity encompasses not just race and religion, but background and culture — which actually makes people in the workplace better and stronger.”
Davis and Meehan help advisors grow their practices with an emphasis on building strong, deep and meaningful relationships. “The key to a successful relationship with a client is the ability to first listen, in order to understand what they’re looking to accomplish and then create an environment where they feel comfortable asking questions and know that it’s a collaborative process,” Davis adds.
Another component to the firm’s success is establishing strategic partnerships with industry experts. This enables their advisors to stay focused on the client while bringing top notch intellectual capital and expertise to each unique situation. “Rosenzweig Financial Services is a great example of this kind of partnership. Our advisors and teams work closely with CEO Mickey Rosenzweig and his team — who have a 40 year track record of working with business owners. The level of expertise that Rosenzweig can provide is invaluable to our advisors as well as to their clients,” says Davis.
The clients’ and the company’s success are fortified by a team of “phenomenally dedicated, highly educated, knowledgeable advisors who are involved in their communities and love taking care of their clients. Thinking about the client experience — from beginning to end — is of the utmost importance and cannot be overlooked,” Davis emphasizes.
1847Financial, 1 N. Federal Highway, Ste. 201, Boca Raton, 561-314-3100, 1847financial.com
Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201 Boca Raton, FL 33432 (561) 314-3100. 1847Financial and other listed entities are unaffiliated with HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
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The Professional Edge Special Advertising Section