Modern Wealth Management, a registered investment adviser (RIA) focused on meeting the evolving needs of wealth management firms, advisors, and their clients that recently surpassed over $3 billion in AUM, announced the appointment of Jason Del Col as Head of Advisory Services. Del Col will become part of the Modern Wealth executive team to lead the firm’s advisory services platform and manage its strategic evolution. Modern Wealth’s service model was built to provide clients with financial, tax, and retirement planning services and access to personalized wealth management solutions.
In his new role at Modern Wealth, Del Col will tap into his extensive experience in building out national wealth management firms to implement and manage the firm’s growth initiatives. He will also oversee Modern Wealth’s Growth Hub, created to build an integrated, enterprise-wide strategy for lead management, distribution, and client onboarding. Following Modern Wealth’s sixth acquisition and retirement plan advisory business establishment, Del Col will complement its inorganic growth initiatives by building strategies to broaden its services, advisory base, and national footprint.
Del Col has been a major part of the executive leadership and founding teams of two national advisory firms, previously holding positions of Managing Director at Goldman Sachs and Head of Advisory Services at United Capital Financial Advisors. And in these roles, Del Col was a major contributor in evolving advisory services platforms and guiding organic growth strategies to achieve national scale. Del Col was also an Executive Managing Director and a founding team member at BNP Paribas Asset Management (formerly FundQuest).
KEY QUOTES:
“I’ve had the great privilege of calling Gary, Jason and Mike colleagues for many years. I’m energized by the opportunity to join forces once again to help steer the strategic direction of the firm, inclusive of our advisory services and organic growth strategy. I’m looking forward to joining the dynamic team at Modern Wealth, which has seen significant success within just a year of launch, to help build and strengthen our rapidly expanding national presence.”
– Jason Del Sol
“As Modern Wealth continues its dual focus on scale through both acquired and organic growth, Jason is a key addition to our executive team. We were looking for a proven leader with a strong track record in the industry–someone who can help to drive growth and enhancements for our offices nationwide. Leveraging Jason’s industry expertise and execution ability in building wealth management platforms, including advisor teams and client bases, is critical to our growth initiatives. The Modern Wealth team welcomes Jason as we expand our comprehensive wealth management services and national footprint.”
– Gary Roth, Co-Founder and Co-CEO of Modern Wealth
