Scott Hanson to Speak at DeVoe’s M&A+ Succession Summit

Oct 14, 2021

Scott Hanson to Speak at DeVoe’s M&A+ Succession Summit

Allworth Financial is proud to announce that Co-CEO Scott Hanson will be speaking at this year’s DeVoe M&A+ Succession Summit October 28-29 at the Four Seasons Hotel in San Francisco.

On Friday, October 29^th, at 9:55 AM, Scott Hanson will be taking part in a panel discussion titled: “Lessons from Seasoned Acquirers: Assessing Fit and Making Your Best Deal.”

Joining Scott on the panel will be:

Chris Boehm: Co-Founder and Managing Partner, Cresset Advisors
Tom Haught: President and CEO, Sequoia Financial Group
Francine Miltenberger (moderator): Managing Director, DeVoe & Company

Are you attending 2021’s DeVoe M&A+ Succession Summit? There’s still space available. Here’s the full schedule for the two-day event.

Hope to see you in San Francisco Thursday and Friday, October 28^th and 29^th.

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¹The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.

²Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. 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.

³As of 12/21, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $14 billion in total assets under management and administration.

⁴Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. 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.

⁵4th fastest-growing RIA Firm in the U.S. from Financial Advisor (FA) Magazine, 2020. FA Magazine is a trademark of Charter Financial Publishing
Network Inc.

⁶Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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