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.
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