Al Sears Email and Phone Number
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Al Sears personal email
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Al Sears phone numbers
With nearly 25 years of experience in the financial services industry, I have the privilege of leading Parkwoods Wealth Partners as CEO and Co-Founder. Our mission is simple yet comes with a deep sense of responsibility: to help investors live their best lives with the wealth they’ve accumulated.
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Chief Executive Officer, Co-FounderParkwoods Wealth Partners, Llc Aug 2024 - PresentSt Louis, Missouri, United States -
Vice PresidentDimensional Fund Advisors Aug 2018 - Jun 2024Austin, Texas AreaSenior Advisor then consultant helping RIAs find their path to their desired succession solution. -
Board Of Directors, Treasurer And Chair Of Finance CommitteeEmployment Connection Jan 2010 - Sep 2023St Louis, Missouri, United StatesEmployment Connection is a nonprofit St. Louis community asset that breaks down barriers to self-sufficiency for individuals with limited opportunities including the homeless, ex-offenders, U.S. veterans, high school dropouts, women on welfare, and at-risk youth.Offering more than just a job, Employment Connection provides valuable resources, training, and support to inspire and empower clients to change their circumstances and become employed.
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PresidentBam Advisor Services Jan 2012 - Mar 20188182 Maryland Ave., Suite 500, Clayton, Mo 63105BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country. BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors. Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals. What I post here is my opinion, not the opinion of my employer.
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PresidentBam Advisor Services 2003 - Dec 20148182 Maryland Ave., Suite 500, Clayton, Mo 63105BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country. BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors. Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals. What I post here is my opinion, not the opinion of my employer.
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Director - Fixed Income ServicesBam Advisor Services Jan 2007 - Dec 2012
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Board MemberBuckingham Family Of Financial Services Dec 2009 - Mar 20188182 Maryland Ave., Suite 500, Clayton, Mo 63105We are Buckingham, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. What I post here is my opinion, not the opinion of my employer. -
Chief Operating OfficerBuckingham Strategic Wealth Jan 2015 - Oct 20178182 Maryland Ave., Suite 500, Clayton, Mo 63105We are Buckingham, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. What I post here is my opinion, not the opinion of my employer. -
MemberMissouri State Treasurer Investment Advisor Council Mar 2012 - Jan 2017Provide support to Missouri Treasurer Clint Zweifel.
Al Sears Skills
Al Sears Education Details
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Economics
Frequently Asked Questions about Al Sears
What company does Al Sears work for?
Al Sears works for Parkwoods Wealth Partners, Llc
What is Al Sears's role at the current company?
Al Sears's current role is CEO, Co-FounderPARKWOODS WEALTH PARTNERS.
What is Al Sears's email address?
Al Sears's email address is as****@****ail.com
What is Al Sears's direct phone number?
Al Sears's direct phone number is +131472*****
What schools did Al Sears attend?
Al Sears attended University Of Massachusetts, Amherst.
What skills is Al Sears known for?
Al Sears has skills like Investments, Investment Management, Investment Strategies, Asset Management, Financial Advisory, Wealth Management, Finance, Fixed Income, Management, Asset Allocation, Portfolio Management, Strategic Financial Planning.
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