Commonwealth Financial Network, a national firm dedicated in providing financial advisors with integrated business solutions has welcomed Jacksonville, Florida-based Aegis Consulting to its network of affiliated advisors in 2023. And 18 months later, Aegis nearly doubled its client assets to nearly $2 billion and has grown its advisor team from 9 to 17, including its newest additions, Mark O’Sickey and Paul Solorzano, CFP.
When Aegis joined the firm last year, they were thrilled to start providing the enterprise-level support they sought to help fulfill their national growth strategy. And like most of the Aegis team, O’Sickey and Solorzano were formerly affiliated with Osaic and its predecessor, Lincoln Financial Advisors, for a combined 31 years. O’Sickey is based in Cleveland, Ohio, and Solorzano is based in San Francisco, California. Together, they also brought nearly $600 million in client assets to Aegis.
Aegis Consulting serves over 1,300 families from its offices in Jacksonville, Orlando, Tampa, and Boynton Beach, Florida; Reston, Virginia; Cleveland, Ohio; San Diego and San Francisco, California.
KEY QUOTES:
“We are committed to supporting fast-growing enterprises and are honored to now include Aegis offices led by Mark O’Sickey and Paul Solorzano. When Aegis joined us last year, we were thrilled to start providing the enterprise-level support they sought to help fulfill their national growth strategy. Whether advisors want to join us directly or as part of an existing Commonwealth affiliate, we’re honored to help support their transition.”
- Becca Hajjar, managing principal and chief business development officer
“Mark and Paul are tremendous advisors and people, and we are excited to have them on the team. They, too, sought a best-fit corporate partner for their clients, staff, and practices and were attracted to Commonwealth’s culture, ownership structure, and award-winning service. By joining Aegis, they have the support and experience of our collective teams and the full resources of Commonwealth.”
“Our vision for growing Aegis was to build a national collective of like-minded advisors. We’ve been able to grow substantially because the combination of support, integrated technology, and wealth management tools that Commonwealth delivers pairs perfectly with the partnership values at Aegis. As our geographic footprint expands, we’ve taken steps to ensure that everyone stays connected, has fun, learns from one another, and feels part of our team.”
- Alexander Harrison, managing partner of Aegis
