With a high level of client commitment and powered by a proprietary platform, national financial advisory firm HighTower has opened its doors in Boca Raton, Florida, the company announced recently from its Chicago headquarters.
HighTower Boca Raton creates and manages financial solutions for high-net-worth clients, including individuals, families and commercial enterprises, focusing on portfolio management, long-term planning and investment education. The new office, directed by Chris Ure and Al Martinez, is the firm’s third new site to date in 2016.
"HighTower has a proven track record for driving the business growth of top financial advisor teams," Ure said. "We selected HighTower for their commitment to growth, dedication to clients, and for the opportunity to leverage their unmatched expertise and resources on behalf of our business and our clients."
Ure and Martinez both previously worked at UBS Financial Services and Morgan Stanley Smith Barney. Joining them is Jordan Rae, also coming from UBS.
"The HighTower platform fuels rapid growth and enhances operational efficiency for independent advisors, who might otherwise have to spend 20 to 30 percent of their time on the day-to-day management of their businesses," Michael Parker, HighTower’s chief development officer, said. "Teams that join HighTower can focus on serving their clients and building their businesses in the company of other elite financial advisors."