Independent broker-dealer SagePoint Financial hired Dee Morgan to head its recruiting efforts, the Advisor Group-affiliated IBD said Monday. Morgan joins the organization as senior vice president of recruiting and will lead an expanding team focused on attracting independent, wirehouse and hybrid advisors to the Phoenix-based firm, which now has roughly 1,500 producing advisors and $25 billion in client assets.
“SagePoint Financial has a long, rich history in the financial services industry, and I have long admired the firm,” said Morgan (left) in a statement. Jeff [Auld, the CEO] and his team have successfully recruited a number of wonderful financial advisors in the last few years, but I want to focus on attracting even more talent, including hybrid advisors, large OSJs and small-broker dealers.”
Morgan, 43, comes to SagePoint from Williams Financial Group in Dallas, where he served as senior vice president, director of business development and recruiting, since 2008. (In December, Williams Financial Group recruited a team from Morgan Stanley (MS) to join its independent network of advisors.)
Prior to this role, Morgan was a regional managing director of Lincoln Financial Corp., vice president of wealth management for Compass Bank, and vice president and branch manager of Fidelity Investments.
“We are delighted that Dee has joined our organization to oversee our recruiting efforts,” said SafePoint Auld (right), in a press release. “With nearly 20 years of experience in the financial services industry and his exceptional leadership skills, I am confident that Dee will help drive our ambitious recruiting goals at SagePoint Financial and help us become the firm for independent financial advisors.”