#United States #Dallas #financial advisors #Integrity Wealth #Chris Cassidy

Integrity Welcomes Chris Cassidy as Senior Vice President of Integrity Wealth

Integrity, a prominent distributor of life and health insurance solutions, has announced the appointment of Christopher Cassidy as Senior Vice President of Integrity Wealth. This significant addition aims to enhance the company’s commitment to delivering integrated wealth management and retirement planning solutions. Cassidy brings vast experience and knowledge from the financial services industry, particularly in wealth management and advisor support.

Leadership Expertise in Wealth Management

Chris Cassidy, known for his distinctive blend of private banking experience and fintech leadership, positions himself as a catalyst for growth within Integrity Wealth. With a track record marked by transformational growth at leading financial institutions, Cassidy's expertise is expected to bolster Integrity's mission of providing holistic life, health, and wealth protection. Reporting to Craig Walling, President of Integrity Wealth, Cassidy will spearhead comprehensive growth strategies, reinforcing the organization’s wealth management solutions.

Quotes from Leadership

Bryan W. Adams, Co-Founder and CEO of Integrity, states, "Chris’ unique perspective on the challenges and opportunities facing financial advisors today will greatly enhance our approach. His capability to simplify complex scenarios while adhering to our company's core vision is invaluable. We are thrilled to welcome him into our family."

Previously, Cassidy held the role of Senior Vice President at LPL Financial's Institutional Division, where he was instrumental in integrating national wealth management platforms into advisor offerings, showcasing his capability in building strong enterprise partnerships. This experience has positioned him perfectly for his new challenge at Integrity Wealth, where he aims to further enrich client and advisor success.

A Track Record of Success

Cassidy’s previous role at Wells Fargo's Private Wealth division in the Southwest region saw him exceed revenue and profitability targets, enhancing client relationships significantly. His expertise builds on a history of successful leadership roles at notable firms like SunTrust Private Wealth and Bank of America Merrill Lynch, allowing him to navigate complex financial landscapes effectively.

Tom Dempsey, Chief Distribution Officer of Integrity, highlighted Cassidy's role in accelerating Integrity Wealth’s growth, stating, "With Chris Cassidy at the helm, we anticipate an innovative approach to the advisor experience, offering best-in-class technology and integrated services."

Cassidy is not only focused on growth but also on enhancing operational excellence as the advisory network expands. A critical part of his strategy is to ensure seamless integration of new advisors into Integrity’s innovation-driven culture, while also strengthening support resources in estate planning, trusts, and philanthropy.

Perspective on the Financial Advisory Landscape

Reflecting on his goals, Cassidy mentions, "The rapidly evolving financial advisory landscape necessitates that advisors have comprehensive support for growth, which includes technology and operational resources." He believes in fostering an environment where all stakeholders can benefit, enabling advisors to offer a holistic approach that encompasses life, health, and wealth.

Additionally, Cassidy echoed Integrity's dedication to relationship-building and continuous innovation as crucial elements driving this partnership. The firm’s commitment to enhancing advisor capabilities will empower them to navigate client needs more effectively, thus allowing for a more comprehensive service delivery.

Contributions Toward Holistic Financial Wellbeing

Integrity Wealth is dedicated to creating a robust platform of technology, guidance, and support tailored to advisors. With over $55 billion currently under management, the firm is recognized for its unique ability to address the interconnected needs of American consumers. This is further facilitated by cutting-edge technologies like the AI-driven Ask Integrity®, designed to enhance client-advisor relationships.

As Integrity continues to redefine wealth management, Chris Cassidy's leadership will be pivotal in fulfilling the company’s vision to build a prosperous community that integrates life, health, and wealth protection effectively. The integration of these services not only distinguishes Integrity in the financial services landscape but also serves millions of families seeking comprehensive financial health.

For additional information about Integrity Wealth, visit www.integrity.com/Wealth.

About Integrity

Integrity, headquartered in Dallas, Texas, stands as a leader in insurance distribution and innovative wealth management solutions. Committed to helping Americans safeguard their financial futures, Integrity’s omnichannel approach allows for diverse service delivery, reaching clients through various platforms. With multiple accolades reflecting organizational excellence and employee satisfaction, Integrity continues to shape the future of wealth management through a holistic lens.