Ed Swenson, president at RFG Advisory
RFG Advisory, the fast-growing hybrid RIA platform led by CEO Shannon Spotswood, has hired Ed Swenson as president.
Swenson is best known for having co-founded Dynasty Financial Partners, where he was chief operating officer for nearly 14 years. He left Dynasty in 2023 for an interim role at Osaic before landing at RFG Advisory.
Swenson will be tasked with collaborating with Spotswood and other senior executives, including Chief Investment Officer Rick Wedell and chief growth officer Abby Salameh, to pilot the firm’s next phase of growth. Going forward, Spotswood, Swenson and Wedell will serve as managing partners for the company.
“After more than two decades in this industry, it’s clear to me that the RIA model is where advisors are able to do their best work for clients,” Swenson said in a statement, citing the firm’s advisor-centric culture and cutting-edge technology as key drivers of his decision. “RFG is delivering the most compelling platform in the market today.”
Advisors fully embracing RFG’s growth services, according to the announcement, are experiencing an average 19.5% annualized organic growth, with an average of 12.3% across the broader platform.
“Ed joining the team marks an exciting milestone in our mission to build the RIA of the future and redefine the independent advisor experience,” Spotswood said. “His proven leadership and operational expertise round out our C-suite and underscores our commitment to 10x our business. This is about building for longevity, honoring our promise to advisors and doubling down on independence.”
Pictured: Ed Swenson
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