Prudential Advisors, the retail arm of Prudential Financial, announced the addition of two experienced financial advisors, Keith Loegering and Brian Montalbano, who collectively bring more than $300 million in client assets to the firm. The hires reflect the company’s continued momentum in attracting established advisors seeking greater independence, enhanced support, and expanded growth opportunities.
Loegering has joined the Pacific Financial Group after previously working at RBC Wealth Management and Merrill Lynch, and plans to open a new office in San Rafael, California. Montalbano, formerly with Synovus Securities, has joined the Greater Florida Financial Group and will establish an office in Port Charlotte, Florida.
Both advisors cited Prudential Advisors’ supported independence model, along with its technology platform and investment capabilities, as key factors in their decision to join. The firm continues to position itself as a destination for advisors looking to balance autonomy with institutional backing.
Prudential Advisors supports more than 3,000 financial advisors nationwide, providing resources, local leadership, and infrastructure designed to help advisors deliver personalized financial planning and wealth management solutions to clients.
KEY QUOTES:
“Building on the momentum we saw last year, we continue to bring well-established, successful advisors to Prudential Advisors. Keith and Brian were both looking for the high level of service, support and independent flexibility that defines our operating model and culture. Congratulations to Pacific Financial Group and Greater Florida Financial Group on their ongoing expansion that is increasing Prudential Advisors’ presence and enabling us to help more people plan for their future.”
Patrick Hynes, President of Prudential Advisors
“I couldn’t be more thrilled to have Keith as a partner with our team. Yes, he runs a great practice, but more importantly, he fits our client-focused culture, and we look forward to working with him and supporting his business growth.”
Brendan Snyder, Managing Director, Pacific Financial Group
“We are excited to welcome Brian into the Greater Florida Financial Group. He brings a wealth of knowledge and experience in financial planning, while providing high-end, comprehensive solutions for his clients. We are looking forward to working alongside with Brian and his practice for years to come.”
Mark Sears, Managing Director, Greater Florida Financial Group
