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Deals & People October 8, 2013
Pensionmark Opens Dallas Branch
Joe Stack of 360 Wealth Management partnered with
Pensionmark Retirement Group and is now managing director of Pensionmark
Dallas.
Reported by PLANADVISER staff
Using the Pensionmark Advisor Support Program, Stack will offer an expanded suite of services to his clients within an independent business model.
Stack brings more than 20 years of financial service experience to the Pensionmark team. He began his career in investment management and has since focused on 401(k) consulting and wealth management.
Stack previously was vice president of investments at Wells Fargo Advisors, a role he also held at UBS Financial Services Inc. Before that he was a senior financial adviser at Merrill Lynch.
Stack holds a bachelor’s degree in economics from the University of California at Los Angeles. He holds designations as a Certified Financial Planner (CFP) and an Accredited Investment Fiduciary (AIF). He has been recognized for three years by Texas Monthly magazine with its “Five Star Wealth Manager Award.”
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