A New Chapter for Canon Price at Signature Estate Advisors

Canon Price Rejoins Signature Estate & Investment Advisors

In a remarkable development in the wealth management sector, Signature Estate & Investment Advisors (SEIA) announces the return of Canon Price, a highly respected advisor, through the acquisition of her firm, Beverly Investment Advisors. This event symbolizes a significant turn as SEIA and Canon align in their dedication to client service and industry excellence.

A Rewarding Journey Back

Brian Holmes, CEO of SEIA, shared his excitement about Canon's return, stating, "It's a rewarding experience to see someone you mentored early in their career return to the firm after two decades of success. Canon is one of our industry’s most respected advisors, and we’re thrilled to have her bring that wealth of experience back to SEIA." This reunion reflects the shared values of the two firms and their commitment to providing exceptional client care.

Canon Price’s Impressive Career

Canon's journey with SEIA began over 20 years ago, after which she gained tremendous success by founding her own firm, Beverly Investment Advisors. Under her leadership, Beverly Investment Advisors grew to manage over $300 million in Assets Under Advisement (AUA). Canon's decision to return to SEIA enables her to leverage better resources, ultimately enhancing her client service capabilities.

"Rejoining SEIA feels like a pivotal moment for me. I've dedicated myself to offering personalized financial guidance, particularly to women and Spanish-speaking clients, and this mission remains unchanged. At SEIA, I can focus on serving my clients more effectively without the operational demands that accompany running an independent practice," Canon expressed.

Expanding Services for a Diverse Clientele

Beverly Investment Advisors serves a broad spectrum of clients, including professionals from the entertainment industry, business owners, attorneys, and medical professionals. Canon Price strategically tailored her practice to cater to retirees, ensuring that her services resonate with clients in various life phases. The firm's offerings include asset management, retirement planning, and pension consulting, which position them well in the competitive landscape of financial services.

Strategic Growth Through Collaboration

Cameron Stagg, Director of M&A at SEIA, noted that acquiring Canon's practice presents not just a business opportunity but a meaningful union with a formerly esteemed advisor. This partnership aligns perfectly with SEIA's ambitious growth objectives, fortifying their commitment to delivering unparalleled financial services.

With Canon at the helm of this new chapter, SEIA is set to benefit from her wealth of experience and a profound understanding of client needs. The integration of Beverly Investment Advisors into SEIA heralds a new era, providing even greater support and resources for clients.

The Future of Signature Estate & Investment Advisors

As SEIA continues to grow, the addition of Canon Price strengthens the firm’s position as a leader in the wealth management industry. Clients can anticipate enhanced levels of care and a broader range of services, reflecting the firm's commitment to evolving alongside their needs.

Frequently Asked Questions

Who is Canon Price?

Canon Price is a highly respected advisor who began her career at SEIA over two decades ago and recently rejoined through the acquisition of her firm, Beverly Investment Advisors.

What services does SEIA provide?

SEIA offers comprehensive investment management, financial planning, estate and tax planning services, catering to a wide array of clients.

Why did Canon Price leave her independent practice?

By rejoining SEIA, Canon aims to focus more on her clients while benefiting from enhanced resources and support, which allow her to better serve their financial needs.

What is the focus of Beverly Investment Advisors?

Beverly Investment Advisors specializes in asset management, retirement planning, and pension consulting, primarily serving clients in the entertainment sector and business professionals.

How does the acquisition benefit SEIA?

The acquisition of Canon's practice not only expands SEIA's client base but also enhances its reputation in the industry, promoting long-term growth and innovation.

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