#USA #Ann Arbor #Concorde #Ashley Romiti #GCA 1031

Concorde Welcomes Ashley Romiti to Broker-Dealer Platform

Concorde, a well-established name in the financial services industry, recently announced the addition of Ashley Romiti, the founder and president of GCA 1031, to its esteemed broker-dealer platform, Concorde Investment Services. This move is seen as a strategic enhancement to the firm's capabilities in providing tax-advantaged investment strategies specifically catered to real estate owners.

A Wealth of Expertise

Romiti brings nearly 15 years of vast experience in the fields of real estate and tax-advantaged investments. Her career commenced at Marcus Millichap, a leading commercial real estate brokerage, where she developed strong expertise in valuation, underwriting, and transaction execution. Over the years, she has honed her focus on representing 1031 exchange investors, guiding them through intricate sale and reinvestment decisions aimed at preserving equity while deferring taxes.

Prior to establishing her own platform, GCA 1031, Romiti served as a vice president at Perch Wealth. In this role, she collaborated closely with high-net-worth investors, sponsors, and intermediaries, focusing on Delaware Statutory Trust (DST) portfolios and long-term real estate transition strategies. Her dedicated approach has positioned her as a trusted advisor in the complex landscape of real estate investing.

Launching GCA 1031

With the launching of GCA 1031, Romiti created a platform centered around meticulous due diligence and strategic partner relationships, aimed at empowering real estate owners to shift from active management to passive income solutions. The platform underscores her commitment to investor education and aims to provide clients with clarity and confidence in their investment decisions.

Concorde's Commitment to Independence and Investor First

Danielle Delongchamp, the president and CEO of Concorde, expressed excitement about Romiti's addition to the team, noting her investor-first approach aligns perfectly with Concorde's culture. "Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, amplifying our commitment to financial professional independence," Delongchamp stated.

Romiti herself underscored the confidence clients can have when choosing Concorde. She praised the firm's robust compliance framework, institutional-grade infrastructure, and emphasis on investor protection, which together create a nurturing environment for making significant investment decisions during liquidity and exit events. This foundation is critical in an industry where trust and transparency are essential.

Conclusion

Romiti's integration into Concorde marks a significant step forward for both her independent platform and Concorde Investment Services. The collaboration is poised to bring a fresh perspective to tax-advantaged investment strategies while enriching the advisory services available to clients across the country. With a dedicated team focused on personalized investing, the partnership exemplifies the potential of combining expertise with a client-centered approach.

Concorde continues to be a steadfast ally to financial professionals and their clients, dedicated to ensuring a successful future through informed investment choices.

Ultimately, as the financial landscape evolves, having leaders like Ashley Romiti on board not only indicates confidence in growth but also a commitment to excellence in serving the needs of investors nationwide.