Advisor Group — comprising FSC Securities Corp., Royal Alliance Associates, SagePoint Financial and Woodbury Financial — said Thursday that it has named Greg Stockett as chief financial officer and Nina McKenna as its chief legal officer and general counsel.
Both will be located in Advisor Group’s Phoenix headquarters and will report directly to Jamie Price, Advisor Group’s president and CEO.
McKenna’s role is a new position for Advisor Group that supports a strategic organizational shift designed to align risk and legal approach in the new fiduciary era.
Stockett fills the role that had been held by Tom Lux, who had agreed to step in as interim CFO until a permanent replacement could be found. Stockett will support Advisor Group’s growth and strategic partnerships as they continue to expand.
“Nina and Greg’s extensive experience in their respective fields gives them a unique ability to navigate the rapidly changing legal and financial landscapes for advisors and their clients,” said Price, in a statement. “They exemplify the high caliber of talented executives who are the driving force of Advisor Group’s reputation as a premier wealth management firm in the independent space.”