Month: July 2019

Tampa, FL, 07/17/2019Independent Financial Partners (IFP), an independent broker-dealer and multi-custodial registered investment advisor with more than 200 advisors nationwide, has hired Melissa Loner as the firm’s new Chief Compliance Officer. Previously serving as the RIA Chief Compliance Officer and Vice President of Fiduciary Services at Cambridge Investment Research, Loner is transitioning from one of the largest broker-dealers in the country with more than 4,000 advisors to one of the industry’s newest and most dynamic wealth management and retirement plan consulting broker-dealers where she will be responsible for driving compliance and supervision strategy for IFP.

“I very much enjoyed my time at Cambridge, and I wish them the best as they continue to be one of the most successful broker-dealers in our industry,” says Loner. “For me, though, it was time for a change. I’ve been following IFP’s journey for a little while now and was inspired by the change in approach they have been championing in the industry. After meeting with their team in Tampa, I knew I wanted to be a part of that disruption.”

Melissa’s hire adds more broker-dealer and RIA experience to an executive team that last year added Bill McCauley as the firm’s CFO. McCauley, formerly the CFO at Transamerica Financial Advisors, also arrived at IFP with highly valued industry experience.

“We’ve conducted more interviews than you could imagine trying to find the right person for the CCO role,” exclaims Bill Hamm, CEO of IFP.  “When Melissa came down to chat with us, we knew we had finally found the person we were looking for. I can’t wait for us to get started working on the growing list of initiatives we have.”

Tim Moyer, previously serving as IFP’s interim CCO, will be transitioning to a lead role overseeing the firm’s supervision unit and will be working closely with Loner as she looks to build out IFP’s already robust compliance team.

About IFP

Independent Financial Partners (IFP) is a registered investment adviser, broker-dealer, and insurance agency providing technological, compliance, marketing, business development, and operational support to its network of more than 200 financial advisors. Founded in 2000 by William E. Hamm, Jr., IFP operated as a hybrid RIA and OSJ for 19 years before launching its own broker-dealer in 2019. IFP offers a platform for truly independent financial advisors, one built on choice, transparency, and advisor feedback.