Integrated Partners names Andree Mohr president

Integrated Partners names Andree Mohr president
Mohr will focus on enhancing advisor support, training, and technology at the Boston, Massachusetts-based national planning firm and RIA.
MAY 10, 2024

Integrated Partners, a national financial planning and registered investment advisory firm, has announced elevated Andree Mohr as its new president.

Mohr, who joined the firm in 2015, previously served as chief implementation officer, vice president of strategy and development, and director of business development.

During her tenure, she has contributed significantly to Integrated Partners' growth by enhancing advisor marketing strategies, improving technological support, and providing comprehensive practice management guidance.

"I'm deeply honored by the trust the Integrated team has placed in me," Mohr said in a statement. "As I take on this new challenge, our team will maintain its focus on equipping our advisors and CPA partners for growth and success."

In her new role, Mohr will focus on integrating new advisory teams and enhancing the firm's platform to better support advisors. She will also prioritize improving the client experience by emphasizing advisor training and planning within the firm’s family office.

Additionally, Mohr aims to refine and expand Integrated Partners' CPA Alliance program, an effort she’s been instrumental in, which aligns wealth management teams with certified public accountants to provide holistic financial solutions for clients.

"Choosing Andree for this promotion was a decision that came naturally, thanks to her exemplary dedication and well-proven experience," said Paul Saganey, founder and CEO of Integrated Partners. "Her consistent performance and strategic vision have been key to our growth."

Saganey and Mohr will continue to collaborate closely, with Mohr's expanded responsibilities providing Saganey the flexibility to shape the company's long-term vision and objectives.

Among Mohr’s priorities will be implementing technological enhancements that streamline advisors' access to practice-level data, helping them focus on increasing enterprise value.

Integrated Partners has a network of over 212 advisors, more than 190 CPA partners, and 116 regional offices across the US. It reportedly serves over $18 billion in assets under advisement, including the $3 billion it added over the course of 2023.

Latest News

SEC bars ex-broker who sold clients phony private equity fund
SEC bars ex-broker who sold clients phony private equity fund

Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.

The key to attracting and retaining the next generation of advisors? Client-focused training
The key to attracting and retaining the next generation of advisors? Client-focused training

From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.

Chuck Roberts, ex-star at Stifel, barred from the securities industry
Chuck Roberts, ex-star at Stifel, barred from the securities industry

"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.

SEC to weigh ‘innovation exception’ tied to crypto, Atkins says
SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

Chair also praised the passage of stablecoin legislation this week.

Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.