With over 20 years of experience in building advisory platforms, Del Col will support Modern Wealth’s national expansion and enhance its wealth management services

Modern Wealth Management (“Modern Wealth”), a registered investment adviser (RIA) founded to meet the evolving needs of today’s wealth management firms, advisors and their clients, today announced the appointment of Jason Del Col as Head of Advisory Services. In this capacity, Del Col will become part of the Modern Wealth executive team to lead the firm’s advisory services platform and manage its strategic evolution. Modern Wealth’s service model is designed to surround clients with financial, tax, and retirement planning services, as well as access to other personalized wealth management solutions.

In his new role at Modern Wealth, Del Col will draw on his extensive experience in building out national wealth management firms to implement and manage the firm’s growth initiatives. He will also oversee Modern Wealth’s ‘Growth Hub,’ which was developed to build an integrated, enterprise-wide strategy for lead management, distribution and client onboarding. Following Modern Wealth’s sixth acquisition and establishment of its retirement plan advisory business, Del Col will complement the firm’s inorganic growth initiatives by building strategies aimed at broadening its range of services, advisory base and national footprint.

“I’ve had the great privilege of calling Gary, Jason and Mike colleagues for many years. I’m energized by the opportunity to join forces once again to help steer the strategic direction of the firm, inclusive of our advisory services and organic growth strategy,” said Del Col. “I’m looking forward to joining the dynamic team at Modern Wealth, which has seen significant success within just a year of launch, to help build and strengthen our rapidly expanding national presence.”

Del Col has been a part of the executive leadership and founding teams of two national advisory firms, previously holding positions of Managing Director at Goldman Sachs and Head of Advisory Services at United Capital Financial Advisors. In these roles, Del Col was a key contributor in evolving advisory services platforms and guiding organic growth strategies to achieve national scale. Del Col was also an Executive Managing Director and a member of the founding team at BNP Paribas Asset Management (formerly FundQuest).

“As Modern Wealth continues its dual focus on scale through both acquired and organic growth, Jason is a key addition to our executive team. We were looking for a proven leader with a strong track record in the industry–someone who can help to drive growth and enhancements for our offices nationwide,” said Gary Roth, Co-Founder and Co-CEO of Modern Wealth. “Leveraging Jason’s industry expertise and execution ability in building wealth management platforms, including advisor teams and client bases, is critical to our growth initiatives. The Modern Wealth team welcomes Jason as we expand our comprehensive wealth management services and national footprint.”

Recently surpassing more than $3 billion in assets under management, Modern Wealth continues to execute on its national growth strategy. To learn more about Modern Wealth’s retirement planning and holistic wealth management services, please visit modwm.com.

About Modern Wealth Management

Modern Wealth Management is a registered investment adviser (RIA) reimagining the delivery of financial advice. Co-Founded by former United Capital executives Gary Roth, Mike Capelle and Jason Gordo, Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Strategically acquiring high-growth RIAs across the country, Modern Wealth plans to establish regional offices in key locations spanning the United States. To learn more about Modern Wealth’s next generation platform and advice delivery model, please email info@modwm.com or visit modwm.com.

Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Past performance is not necessarily indicative of future results.

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