Elevation Point Bolsters Leadership Team to Navigate Accelerating Growth in Wealth Management Sector

Elevation Point Expands Executive Team



Elevation Point, a pioneering growth accelerator focused on minority stake partnerships for independent advisors, has made significant strides towards enhancing its leadership in the competitive landscape of wealth management. On June 9, 2025, the firm announced the strategic appointment of Melinda Brodbeck as Head of Corporate Communications and Lara Galloway as Head of Growth, aimed at fortifying its influence and operational capabilities during a period of rapid firm expansion.

As Elevation Point continues to experience a surge in demand for its advisor-first partnership model, these leadership appointments are pivotal. With a solid pipeline of strategic investments and a commitment to sustainable growth, the firm is positioning itself as the premier growth partner for elite independent advisors—allowing them to retain control over their futures while receiving the necessary support for success.

Leadership Roles and Responsibilities



Under this new structure, Melinda Brodbeck will spearhead Elevation Point’s communications strategy, enhancing the firm’s positioning as the leader in minority stake partnerships. Her extensive background in strategic communications will be invaluable in elevating Elevation Point’s brand presence and narrative within the industry.

On the other hand, Lara Galloway, known for her expertise in growth strategy and coaching, will lead initiatives to accelerate organic growth among Registered Investment Advisor (RIA) partners. Her role will involve guiding advisor teams on effective strategies for practice expansion, which is critical in a sector that increasingly demands innovative approaches to stand out.

CEO Jim Dickson expressed confidence in the appointments, stating, “This is a defining moment for Elevation Point. As we extend our reach, these leaders bring the strategic firepower and relationship depth needed to amplify our mission and impact.” He emphasized the positive transformative potential of having these leaders onboard at such a crucial time for the firm’s growth trajectory.

A Proven Partnership



Brodbeck’s prior association with Elevation Point was forged through its collaboration with JConnelly, a top-tier integrated communications agency, where she served as a senior leader. This partnership has played a crucial role in shaping and defining Elevation Point’s branding from its inception. Her understanding of the firm’s foundational values and mission positions her uniquely to facilitate further growth and visibility.

Reflecting on her journey, Brodbeck noted, “I’ve had the privilege of working with Jim for years and have always admired his clarity of vision and integrity of execution. Joining Elevation Point is an incredible opportunity to continue shaping its story while redefining partnerships in independence.”

Experience That Counts



Lara Galloway brings a wealth of experience specifically in advising technology and marketing, having previously held significant positions at Goldstone Financial Group and AcquireUp (formerly White Glove). Her proven track record in helping financial professionals thrive through innovative marketing and educational platforms aligns seamlessly with Elevation Point’s ethos. Galloway's commitment to enhancing the experience of advisors is reflected in her statement, “Advisors don’t just need capital; they need a partner that gets it. That’s what Elevation Point represents.”

Notably, both Brodbeck and Galloway will report directly to Dickson, ensuring that their strategic initiatives are closely aligned with the overall vision for Elevation Point’s sustained growth. They are set to play crucial roles in the firm’s next phase of expansion, emphasizing relationships over transactions and fostering an environment conducive to both advisor and client success.

Conclusion



As Elevation Point continues to solidify its influence in the independent wealth management landscape, the strategic hiring of Melinda Brodbeck and Lara Galloway is expected to drive notable impact. Their combined expertise will not only enhance the firm's internal operations but also elevate its presence and engagement within the broader financial advisory community. Elevation Point is committed to its mission of uplifting the advisory industry and empowering advisors to navigate their professional journeys with confidence and autonomy. For those interested in growth consultations, Elevation Point welcomes inquiries at their consultation page.

Topics Financial Services & Investing)

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