A $125 million advisory team, including a former NFL star, was just caught by Associated Financial Consultants & Investor Services, the firm recently announced. Shawn Wooden, former Miami Dolphins safety and University of Notre Dame graduate, comes to the group with Travis Ruane, a retirement plan specialist.
With the addition of the two advisors, South Florida-based Associated Investor Services will oversee more than $926 million in assets with 26 employees. The firm, founded in 1972, is among the top five largest independent offices in the nation registered with Investacorp, a subsidiary of Ladenburg Thalmann Financial Services.
Leveraging his 14 years in the advisory business and nine years in the NFL, Wooden will play a significant role with the firm’s Sports & Entertainment Division, launched in 2017. He previously worked with Ruane at Principal as a managing director.
Ruane, with eight years in the business, graduated from Lock Haven University of Pennsylvania and received an MBA in business and sport management from Barry University in 2011.