Elevation Point Strengthens Leadership with New Appointments in Wealth Management

Elevation Point Strengthens Leadership Team for Enhanced Advisor Support

Elevation Point, a notable growth accelerator and partner for independent advisors, has announced two significant leadership appointments aimed at enhancing its wealth management capabilities and fostering advisor empowerment. Effective immediately, Brad Smithy, a seasoned veteran with over 30 years of experience in wealth management and a founding partner of the firm, has been elevated to the new role of President of Wealth Management. Alongside him, Katie Johnson has joined Elevation Point as the Head of Wealth Solutions. The strategic moves signify Elevation Point's commitment to driving growth initiatives and supporting its advisory partners effectively.

A Promising Leadership Transition

In his new position, Brad Smithy will oversee business development and manage relationship teams, focusing on aligning the firm’s objectives with its strategic goals. His deep understanding of what advisors and their clients require will be instrumental as Elevation Point continues to expand its reach. Smithy has played a pivotal role in the firm's growth trajectory, leading investments that have reached a staggering $9.6 billion in client assets since its inception last summer.

Jim Dickson, the Founding Partner and CEO of Elevation Point, expressed his confidence in Smithy’s abilities, highlighting his track record of inspiring and leading advisors to achieve exceptional results. Dickson lauded Smithy’s commitment to fostering trust, which he views as the cornerstone of sustainable growth in the wealth management sector.

Introducing Katie Johnson

Katie Johnson’s arrival strengthens Elevation Point’s strategic capabilities in wealth solutions. In her role, she will focus on enhancing Elevation Point’s Wealth Solutions platform, which is a key aspect of the firm's strategy for advisor growth. Johnson has an impressive background, coming from FiComm Partners where she was instrumental in shaping the firm’s culture and executing strategic initiatives.

“I'm excited about the potential to empower advisors and their clients through innovative wealth solutions,” said Johnson. Her previous experience includes significant contributions at United Capital, where she helped redefine the wealth management landscape prior to its acquisition by Goldman Sachs in 2019.

A Culture of Empowerment

Elevation Point prides itself on offering a collaborative environment that empowers independent advisors, allowing them to retain control of their practices while significantly benefiting from shared resources. Smithy emphasized the firm’s dedication to creating an ecosystem that supports advisory teams through freedom and flexibility.

In recent months, Elevation Point has not only focused on executive leadership enhancements but also made strategic investments to bolster its operations. Noteworthy is a minority investment in Loxahatchee Capital, a multi-family office overseeing $1.4 billion in assets, alongside other partnerships that facilitate advisors accessing integral banking and asset management services.

Vision for the Future

With the unique strengths brought by both Smithy and Johnson, Elevation Point is poised to accelerate its mission to uplift the wealth management landscape. As the firm diversifies its offerings, there’s a shared vision of implementing solutions that resonate deeply with advisors in the field, creating pathways for them to serve their clients with even more value.

“The collaborative spirit we've fostered at Elevation Point will be crucial as we continue to grow and innovate,” Smithy concluded. “We're committed to ensuring that our partners can thrive amidst evolving industry demands while serving their clients effectively.”

About Elevation Point

Elevation Point is dedicated to bringing together leading independent advisors through minority stake partnerships, empowering them to shape their future in wealth management. The firm is recognized for its unique approach that prioritizes advisor autonomy while backing them with essential resources for significant growth.

For further information, please visit elevationpoint.com and follow the latest updates on LinkedIn.