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FUNDRAISING NEWS | November 12, 2024

WealthKC Recruits $120M HNW Advisor from Edward Jones

Tags: Personnel, Financial Advisor Move

Overland Park, KS-based WealthKC announced the recruitment of Lucas Fender, an advisor most recently with Edward Jones and managing $120M in client assets.

Fender is joined in the move by client support specialist Mallory Hartwick, and their additions bring WealthKC’s team to four advisors and three support staff working across locations in Kansas City and Overland Park. 

Prior to joining WealthKC, Fender spent nine years at Edward Jones as a financial planning and investment advisor. Prior to that he owned and operated software development firm SmartGuys Design.

Source: https://www.prnewswire.com/news-releases/top-financial-planner-joins-top-performing-fast-growing-wealth-management-firm-302302597.html

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