Benchmark Bank’s Blog

Tami Warr Selects Benchmark Private Wealth Management

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Tami Warr Selects Benchmark Private Wealth Management
Benchmark PWM designated as Ms. Warr’s advisor of choice for her established practice.
MEDIA RELEASE
Contact: Skylar Ricard
Benchmark Private Wealth Management
skylar@benchmarkpwm.com
214.474.2185

Dallas, Texas, September 24, 2018 – Tami Warr, a highly respected wealth advisor who has built a loyal client base throughout her successful career with RBC and Fusion Analytics Investment Partners, is exiting the business. She has selected Benchmark Private Wealth Management as the advisor of choice for her clients. After careful consideration by both parties, they concluded that their business philosophies were perfectly aligned.

“Tami Warr is a spectacular advisor and person. The relationship we have developed has been one of the true joys I have experienced since we launched Benchmark PWM,” stated President Wayne McCullough. “The opportunity to find an advisor that cares for her clients with the respect that we do at Benchmark PWM is very unique and rare. As Tami transitions into the next phase of her career, we all agreed Benchmark would be a perfect fit for her clients for whom she has such a deep passion. We couldn’t be more excited about the future of Benchmark Private Wealth Management and the growth we see in the years ahead.”

“Making a move of this nature is a major undertaking but I knew the first priority was finding a home for my investment practice and the assets of my clients, family and friends.  Early in my search I spoke with Wayne McCullough of Benchmark PWM,” said Tami. “From that first call it felt familiar and with each subsequent meeting I grew more confident that I had found the right fit.  This team is passionate about what they do, are dedicated to customer satisfaction, and treat others more like family than clients or fellow employees.”

Under the guidance of President Wayne McCullough, Benchmark PWM will continue to seek strategic acquisition partners that mirror the company’s four basic core values; trust, integrity, respect and family. Their commitment to a client-first strategy as a RIA with a fee only platform, open architecture investing and transparency has allowed Benchmark PWM to experience significant growth since its inception in 2014. For more information about Benchmark Private Wealth Management, please visit www.benchmarkpwm.com.

Benchmark Private Wealth Management products are not FDIC insured, may lose value and are not bank guaranteed.

New Era at Benchmark

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On September 13, 2018, Mike Barnett stepped down from his position as CEO of the Benchmark family of companies, a role he has held since 1986. He will continue to serve as Chairman of the Board, as he has done for the past 40 years.  Jonathan Filgo, will assume the position of CEO, an accomplished and worthy successor. Jonathan formerly served as President of Benchmark Title. Bill Brewer remains as Bank President and Ben Murphy has been named the new President of the Title Company. Under Mike’s guidance, Benchmark Bank, Title and Private Wealth have enjoyed great success and expansion and plan to continue this upward trend for the foreseeable future.

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