Prudential Advisors is continuing its recruitment momentum with the addition of two experienced financial advisors overseeing more than $300 million in combined client assets.
Keith Loegering and Brian Montalbano have joined separate regional teams within the firm, reflecting its ongoing efforts to attract established professionals seeking greater autonomy alongside institutional backing.
Loegering has joined the Pacific Financial Group after departing RBC Wealth Management and is set to establish a new office in San Rafael, California. Montalbano, formerly with Synovus Securities, has aligned with the Greater Florida Financial Group and will open an office in Port Charlotte, Florida.
He brings nearly three decades of industry experience, having worked as an advisor since 1996. His career includes time at RBC Wealth Management and Merrill Lynch, where he built a sizable practice. His move to Prudential Advisors was driven by a desire for greater flexibility in serving clients, along with access to enhanced technology and investment tools.
“I couldn’t be more thrilled to have Keith as a partner with our team,” said Brendan Snyder, managing director, Pacific Financial Group. “Yes, he runs a great practice, but more importantly, he fits our client-focused culture, and we look forward to working with him and supporting his business growth.”
Montalbano also brings extensive experience, having worked in financial services since 1995. Prior to joining Prudential Advisors, he was affiliated with Synovus Securities. His transition was motivated by a desire to operate with more independence while maintaining strong operational and service support.
“We are excited to welcome Brian into the Greater Florida Financial Group,” said Mark Sears, managing director. “He brings a wealth of knowledge and experience in financial planning, while providing high-end, comprehensive solutions for his clients. We are looking forward to working alongside with Brian and his practice for years to come.”
Prudential Advisors supports more than 3,000 financial advisors nationwide, offering a model that combines local leadership with centralized resources. Its parent company, Prudential Financial, manages approximately $1.6 trillion in assets globally and operates across the United States, Asia, Europe, and Latin America.
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
A 5-4 ruling preserves the Federal Reserve's independence for now, but the legal fight over presidential removal power is far from settled.
For years, large firms have been facing penalties and questions from regulators over interest rates for clients’ cash accounts.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
