I have exciting news to share to start the year. Our firm is growing with the addition of a new investment advisor here in North Carolina.
Tim Paschall recently partnered with us (WMS Advisors, LLC) by joining our firm as an Investment Advisor Representative. Tim and his firm, Paschall and Associates, are based in Gastonia, North Carolina. I met Tim at an investment conference probably 7+ years ago. We instantly had a connection between our shared personal interests and the similarities between our respective firms. We stayed in touch, and a few years ago and started talking about the possibilities of working together. In addition to assisting Tim and his clients with their investments and financial planning needs, the partnership will also give Tim the option for a succession plan.
I am excited about this partnership and working more closely with Tim and his clients. It’s also a great opportunity to expand our presence in the Carolinas.
Welcome, Tim, and here’s to a productive and successful 2022!