Independent Financial Group Welcomes Bruce Levitus to Enhance East Coast Recruiting Efforts

Independent Financial Group Welcomes New Talent

In a significant strategic initiative to boost its recruiting capabilities on the East Coast, Independent Financial Group, LLC (IFG) has announced the hiring of Bruce Levitus as Regional Recruiter. With his extensive experience in wealth management, including over 20 years in various leadership roles at Osaic (previously Advisor Group), Levitus is set to play a crucial role in attracting and retaining independent financial advisors. His deep understanding of the industry and his commitment to client-first service will undoubtedly add value to IFG's existing operations.

Based in Pennsylvania, Bruce Levitus has a proven track record. During his tenure at Osaic, he held senior positions, including Senior Vice President, where he directed efforts such as Regional Wealth Management Consulting and Investment Advisory Services. His leadership was instrumental in expanding one of the country’s largest networks of financial professionals, overseeing significant recruiting campaigns, acquisitions, and the rollout of educational initiatives for advisors. As IFG’s leadership team welcomes him aboard, there is a strong sense of optimism about the prospects for growth and innovation that he will bring.

David Fischer, Co-Founder and Chief Marketing Officer at IFG, expressed enthusiasm about Levitus joining the firm. He noted, "Bruce’s extensive experience and insights into the independent financial space will be key in providing high-performing advisors a supportive environment at IFG. Our commitment to genuine independence, exceptional service, and integrity is central to our mission, and Bruce embodies those values."

In his new position, Levitus is tasked with executing IFG's comprehensive recruiting strategy. His role involves not only identifying and qualifying potential financial advisors but also cultivating lasting relationships that facilitate their transition to the firm. Levitus’s collaboration with senior leadership will help to broaden IFG's influence and maintain its competitive edge in the financial services marketplace.

Reflecting on his decision to join IFG, Bruce shared his motivations, stating, "What drew me to IFG is its unwavering dedication to genuine independence. Here, advisors make decisions based on what's best for their clients rather than what might be most beneficial for the firm. Unlike many firms influenced by private equity, IFG prioritizes its advisors' ability to serve clients effectively. I admire that they still support brokerage accounts, recognizing that not every client’s needs fit a fee-based model. With its low minimums and rich support for annuities and alternatives, IFG welcomes diverse approaches to wealth management."

The Independent Financial Group, founded in 2003 and headquartered in San Diego, California, has established itself as a respected player in the wealth management industry, supporting over 600 independent financial professionals across more than 400 offices throughout the United States. Recognized multiple times on the Inc. 5000 list as one of the fastest growing private companies in the U.S., IFG is known for its commitment to empowering advisors with tools and resources to flourish in a competitive environment.

In recent years, IFG has garnered accolades, including being ranked as the 7th largest private company in San Diego by the San Diego Business Journal for both 2022 and 2023. Additionally, Financial Planning Magazine recognized it for its commitment to diversity and advisor payouts, solidifying its status in an evolving sector. According to InvestmentNews, IFG is ranked among the top firms in financial advisor payouts and account assets, showcasing its dedication to financial excellence and advisor satisfaction.

As the wealth management landscape continues to evolve, the addition of Bruce Levitus to IFG's team signals a proactive approach to meeting the demands of both advisors and clients alike. With the firm’s established infrastructure and a robust support system, advisors at IFG are positioned well to provide tailored financial solutions that cater to a diversified clientele.

For those looking to learn more about the Independent Financial Group and explore potential opportunities within the firm, detailed information is available at ifgsd.com.