A Partner’s Role in Leadership with Jeff Avila | Mergers & Acquisitions at Mission Wealth
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A Partner's Role in Leadership with Jeff Avila | Mergers & Acquisitions at Mission Wealth
Show Transcript
[Music] being a partner at Mission wealth for me is really having a voice and being able to contribute to the success of the firm I certainly feel like an owner at Mission wealth and I’m proud to be a partner with all the other individuals I work with I believe our path at Mission wealth for growth is a very good one it’s a firm of permanence and it’s not one to just blaze ahead and and mow people over if you will the nice thing about Mission wealth and and our growth is it’s very thoughtful and it’s deliberate and we all need to be on the same page so not only from leadership but the entire partner group is how do we get there and not have casualties along the way and so that’s a pretty neat thing 5 years later when I look at the companies we’ve merged with when I look at all the people that have joined the firm and how much better we are today I have faith now that we can bring in the right people we can integrate with the right firms and grow across the country and continue to do the good work we’re doing because I look at the people that are here today and it is better and we have better resources and we’re
having a lot more fun because now I have people in Florida and New York and Austin and all over the place and it’s great to reach reach out to them and and learn from them when a merger candidate or partner comes to the firm with us I think the most important thing to find out is what do they want to do here and I feel my job as a managing director or any lead advisor anyone out there is to help support that person to be the best they can be to take care of their clients to not sit there and force a specific way or or do a certain thing I think mutual respect trust and just giving them the tools they need to thrive that’s going to help us move forward that’s going to help us be a better company it’s exciting [Music]
Partners serve as more than owners; they are voices that contribute to the collective vision. In this video, Partner and Managing Director Jeff Avila explains the integral role of a partner at Mission Wealth in shaping the firm’s success and fostering its growth, the significance of collaboration, and the commitment to nurturing talent that defines our firm’s leadership.
To learn more about our mergers and acquisitions or future partnership opportunities, visit missionwealth.com/opportunity
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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