Geoffrey Brown, CEO of the National Association of Personal Financial Advisors (NAPFA), is stepping down from his role as leader of the group of fee-only planners effective Nov. 15. He will become president and CEO of The Illinois CPA Society on Dec. 5.
The NAPFA board of directors, led by Chair Karla McAvoy, will conduct a search to fill the position and engage an interim CEO for the period between Nov. 15 and the new CEO starting, NAPFA said in a press release.
Brown has served as CEO of NAPFA for nine years.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
