"We are pleased to have Kevin join our team, where his focus will be meeting with our clients face-to-face and ensuring we adhere to the highest standards of compliance." - John Pollock, CEO
ALLEN, TX, September 30, 2015 /24-7PressRelease/ -- Financial Gravity Holdings is pleased to announce Kevin Schillo as its new Director of Wealth Management. Mr. Schillo will also lead and ensure all regulatory and statutory compliance.
John Pollock, CEO stated, "We are pleased to have Kevin join our team, where his focus will be meeting with our clients face-to-face and educating them about the financial markets and Financial Gravity Wealth's disciplined investing philosophy, as well as ensuring we adhere to the highest standards of compliance."
In addition to Mr. Schillo's role in managing client's wealth portfolios, Kevin will provide operational and compliance leadership for the firm.
Kevin began in the financial industry in 2004 as a broker at UBS, managing assets in excess of $50 million. In 2007 he joined Rogers Capital Management, Inc. in Ft. Worth as a Registered Investment Adviser Representative, specializing in qualified retirement plan design, personal wealth management advice, and financial planning. He also served as Director of Operations for the company managing a half-billion dollars in assets.
In 2012 Kevin became Director of Operations and Chief Compliance Officer at Whitley Penn Financial, LLP, concentrating on managing special projects and quantitative analyses in several different aspects of Whitley Penn Financial internal operations. He was also responsible for model investment portfolio construction, maintenance and ongoing performance monitoring, both internally and for clients. His compliance duties included supervising the activities of advisors with clients and the public to safeguard against any breach of fiduciary responsibility or violation of legal or ethical regulations.
Kevin is a graduate of Texas Christian University, a former United States Marine and veteran of Operation Desert Storm. He also published an article in the October/November, 2011 issue of Worth Magazine on the topic of performing adequate due diligence on the individual securities included in a portfolio of investments.
About Financial Gravity Holdings
Financial Gravity Holdings, Inc., based in Allen, TX was formed specifically to be the parent company of several subsidiaries that provide integrated tax, business, and financial solutions. Financial Gravity's clients include small businesses, small business owners, and high net-worth individuals. Financial Gravity's services are focused on helping its clients' personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For more details, please visit www.financialgravity.com.
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