Veteran services

Avantax Adds Veteran Business Development Leader Elvis Medica as Success Rises and Recruits Highly Productive Finance Professionals

Avantax

Medica’s experience includes leadership positions with Cetera Financial Group, a large LPL-affiliated OSJ, and several other national sales positions for brokerage and mutual fund companies.

DALLAS, April 27, 2022 (GLOBE NEWSWIRE) — Avantax®a leader in tax-focused financial planning, has hired Elvis Medica as Director of Business Development to help further accelerate the company’s successful recruitment of highly productive finance, tax and CPA professionals .

Most recently, Executive Vice President and Chief Growth Officer of a large OSJ (Office of Supervisory Jurisdiction) affiliated with LPL, Medica’s career in financial services spans 25 years, from selling insurance and Mutual Funds to Wholesale, Business Development, Recruitment and a Major Broker. -dealership experience.

“Avantax had a record recruiting year in 2021, punctuated by a strong fourth quarter, so now is the perfect time to welcome Elvis to the team,” said Tim Stewart, vice president of business development for Avantax. “Elvis has an impressive resume and a long list of professional accomplishments, and he is passionate about working with independent finance professionals, tax professionals and CPAs who want more from their financial services partner.”

“Throughout my career, I’ve had the privilege of serving finance professionals and helping them grow their practice so that they, in turn, can serve their clients. Knowing that I can play even a small role in the success of finance professionals and their clients is extremely rewarding for me,” said Medica. “With Avantax, I have the opportunity to invite finance and tax professionals to be part of what I believe to be the most unique and differentiated wealth management firm in the country.”

Medica added, “Many finance and tax professionals are looking to grow their practice and serve their clients with more comprehensive planning; they want to do it within a community that exists to better serve their clients, and with a wealth management organization that offers them the exceptional service, growth opportunities and executive management attention that Avantax provides.

In addition to his financial services background, Medica is a U.S. Army veteran where his service included a tour of Afghanistan where he received a Bronze Star Medal. Upon his return from Afghanistan and after a short hiatus from service, he once again accepted the challenge and today serves as a Major in the Army Reserve.

About Avantax Wealth Management®
Avantax Wealth Management® offers a tax-efficient approach to comprehensive financial planning. Avantax’s Tax-Smart approach helps clients leverage taxes to create opportunities for financial growth. Most financial companies deal with taxes after the fact, if at all, even though taxes are one of life’s most complex and costly expenses. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and personalize opportunities throughout their clients’ financial lifecycles to achieve better long-term results. . The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes Avantax Wealth Management® and the Avantax Planning Partners℠ brands, had total client assets of $89 billion as of December 31, 2021. For more information, please visit us at www.avantax.com or on LinkedIn and Facebook.

Media Contact:
Tony Katsulos
Avantax
(972) 870-6654
[email protected]