#United States #Chicago #VestGen Wealth #Daniel Stringfellow #Gavin Bolanos

VestGen Wealth Partners Expands NextGen Advisor Team

On June 12, 2025, VestGen Wealth Partners, LLC, announced an important addition to its advisor team. This move aims to strengthen the firm's succession-focused strategy while enhancing service offerings for clients. The company is taking strides to prepare itself for the future of wealth management by bringing aboard two talented individuals, Daniel Stringfellow and Gavin Bolanos.

Welcoming New Talent

Daniel Stringfellow comes to VestGen after serving as a wealth associate at Rothschild Wealth Partners, where he played a key role in managing $300 million in client assets. His experience in the financial sector, combined with a previous career as a professional golfer on the PGA Tour Canada, gives him a unique perspective on excellence and dedication. Stringfellow holds a bachelor's degree in business administration from Auburn University and is equipped with Series 7 and Series 66 certifications.

In contrast, Gavin Bolanos joins VestGen fresh from his recent graduation cum laude from the University of Alabama, where he earned a bachelor's degree in consumer science, emphasizing family financial planning and counseling. This educational background positions him well for a future in the financial advising industry. During his studies, he not only earned his eMoney Advisor Certification but also completed internships at a prestigious wealth management practice.

Why Talent Acquisition Matters

The wealth management industry is facing a crucial need for next-generation advisors. According to VestGen's founder and CEO, Josh Gerry, attracting top talent is essential for firms looking to thrive in the coming years. He stated, "To be successful in the coming years, wealth management firms will need to attract the best and brightest NexGen advisors."

The integration of Stringfellow and Bolanos into the VestGen team will empower the firm to deliver exceptional client service and maintain continuity for its advisory work. Their diverse experiences and fresh perspectives will contribute significantly to the company's mission.

A Commitment to Service

Both new team members share a commitment to client service that resonates with VestGen's mission. Stringfellow expressed admiration for the clarity of the leadership's vision and recognized VestGen as an ideal place to kickstart his career as a next-gen advisor. Similarly, Bolanos aligns with the ethos of helping clients achieve their financial goals, emphasizing the fulfillment that comes from supporting individuals in realizing their dreams.

The Bigger Picture

VestGen Wealth Partners launched in December 2024 and quickly assembled a formidable roster of financial advisory practices managing a collective $5.3 billion in assets. The company is leveraging innovative strategies and a focus on succession support and NextGen professional development to solidify its position in the wealth management ecosystem.

By combining cutting-edge technology and unwavering dedication to success, VestGen is redefining the wealth management landscape. The goal is to create an environment where advisors, families, and legacies converge under one sophisticated platform. This comprehensive approach to financial planning integrates everything from tax management to legal services, ensuring personalized attention to every client.

The addition of Stringfellow and Bolanos signifies another step towards achieving firm-wide objectives while positioning the company as a desirable destination for both advisors seeking opportunities and clients seeking expert financial guidance.

For more information, visit VestGen.com.

Conclusion

With the strategic onboarding of new talent like Daniel Stringfellow and Gavin Bolanos, VestGen Wealth Partners is poised for significant growth. The firm remains committed to supporting its advisors and clients through innovative practices designed to preserve and enhance the quality of service in the wealth management landscape for generations to come.