NEWS
CONTACT: ALISON BAILIN
602-957-8881
Scott G. Aitken, Jeffrey D. Anthony Join Wilde Wealth Management Group
as Wealth Management Advisors
(Scottsdale, Ariz. – May 13, 2019) – Award-winning Wilde Wealth Management Group is pleased to announce Scott G. Aitken and Jeffrey D. Anthony, CFP® have joined the firm as wealth management advisors. In these roles, they will focus on wealth management, financial planning and retirement income planning strategies.
Aitken initially got his start in banking in 2007 before making the transition to wealth management in 2011, including work with JP Morgan in both Arizona and New York City. During his time with them, he ranked in the top 10% of client advisors and also ranked among the top Private Client Advisors in the areas of customer retention and satisfaction.
“I was drawn to Wilde Wealth Management because I am eager to enhance their clients’ experiences with investment flexibility, nimble investment management capabilities, and enhanced wealth management experience,” says Aitken. “Wilde Wealth’s successful platform, which brings together tax planning, legal planning and investment experience is what I believe to be the future of the industry, or at least should be.”
He holds Series 7 and Series 66 securities registrations as well as life and health insurance licenses. At home, Aitken is a busy husband and father of two young children Graham, 5, and Finley, 2. Aitken and his wife, Desirae, are avid travelers and take at least one international trip annually. The family lives in Mesa.
Like Aitken, Anthony also got his start in the banking industry. He began his career in 2008 as a Licensed Banker before earning his way to the financial advisor role in 2010.
“From a young age, I have been fascinated with the stock market and indices. Since then, I have been relentlessly working toward building my education, knowledge and experience in the field,” says Anthony.
He brings 10 + years of experience from JPMorgan Chase. Like Aitken, from 2014 to 2018, he ranked in the top 10% of client advisors for JP Morgan and also ranked among the top Private Client Advisors in the areas of customer retention and satisfaction.
He earned his Bachelor of Interdisciplinary Studies Business/Communication degree from Arizona State University and is a CERTIFIED FINANCIAL PLANNER™. At home, Anthony and his wife, Lisa, are always on the go with their children, including Brody, 13, Brooklyn, 10, and Jaxon, six months, as well as their honorary fourth child, a French bulldog named Layla. In his spare time, Anthony is a car fanatic and enjoys taking his family camping. Their family lives in Chandler.
Both Aitken and Anthony will primarily work from Wilde’s newly expanded Tempe office, which is located at 950 W. Elliott Road, #126.
“We moved to this larger office space in late 2018 to accommodate our growth in the Southeast Valley,” says Trevor Wilde, MBA, AIF®, managing principal of Wilde Wealth. “Scott and Jeff will join full-time staff as well as fellow respected Registered Representatives, including Seth Wilde, and chief compliance officer Janenne Lackey, CERTIFIED FINANCIAL PLANNER™. I, along with my co-founder Bill Wilde, also have space in the new office.”
For more information, please call (800) 394-9416 or visit www.wildewealth.com.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Investment Advisor Representatives, CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by
Forbes
as among “The Most Dependable Wealth Managers in the Southwest” and has been named to Barron’s “List of Top 1,000 Advisors” annually for 11 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has more than $750 million in assets under management and offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Tucson and Payson as well as a branch in Terre Haute, IN. For more information, visit
www.wildewealth.com
.
Registered Representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser.
Cetera is under separate ownership from any other named entity.
480-361-6203
Barron’s Top 1200 Financial Advisors: Listing in this publication is not a guarantee of future performance or success. Award recipient Trevor Wilde, Financial Advisor at Wilde Wealth Management Group. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
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