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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 25, 2008 at 01:50 PM
Phillip Roy Financial Services L.L.C. has acquired the financial services practice of Alin Lozada.
Phillip Roy, Clearwater, Fla., sells annuities and life insurance.
Lozada, who works in Fort Lauderdale, Fla., has specialized in selling retirement income planning services.
Phillip Wasserman, the president of Phillip Roy, appears on “Phillip Roy on Money,” a television show that airs in Fort Lauderdale and in other markets.
Phillip Roy is hoping the Lozada firm acquisition will help Phillip Roy respond to the queries it gets from viewers living in Fort Lauderdale, Phillip Roy says.
In related news, Phillip Roy now says it has added Gainesville, Fla., and Ocala, Fla., to the list of broadcast markets that receive “Phillip Roy on Money.”
The show also reaches viewers in Boca Raton, Naples, Orlando and Sarasota in Florida; in Kansas City, Mo.; and in Phoenix.
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