Helping ASWM advisors become more productive and more profitable!
COO & Co-Founder, Advisor Share Wealth Management
Blair has been in the industry for 20+ years as an individual advisor, a mentor to other advisors, and a key support person for the Wealth Preservation Institute and Advisor Share, LLC.
Blair received his Bachelor of Business Administration degree, majoring in Finance, from Western Michigan University and is also a Certified Asset Protection Planner (CAPP).
Blair has been working hand in hand with Roccy DeFrancesco as his “right-hand man” since entering the industry and is excited to help ASWM grow to one of the premier RIAs in the industry.
Blair’s role at AS WM is on the operations side, as part of the “Advisor Launchpad” offering, and to help advisors with comprehensive case design.
If you’d like to get in touch with Blair to learn more about AS Wealth Management, you can contact him at blair@advisorsharewm.com or 269-449-4802.
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The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Advisor Share Wealth Management does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Advisor Share Wealth Management or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing has an inherent element of risk, including the risk of losing invested principal.
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