New Media & insights

12.15.2022

InvestmentNews – How To Identify The Best Annuity Income Options

There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the entire life of the account owner. Outcomes depend mainly on: The amount of funding available….

12.01.2022

Deal Quest Podcast – Episode 203: Breaking Away and Strategic Growth with Phil Fiore

Industry News/Trends

Having more than 25 years of experience, Procyon’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil formerly held the positions of Senior Vice President of Wealth Management at UBS,…

11.09.2022

AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner

Industry News/Trends

With Addition of Team, $5.5 Billion Procyon Expands Footprint with New Office in Maryland St. Petersburg, Florida – November 7, 2022 – Procyon announced today that Brian Turner will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena Kemp, Senior…

11.08.2022

Family Wealth Report – Who’s Moving Where In Wealth Management? – Procyon Partners

Industry News/Trends

The latest senior moves in the North American wealth management sector. Procyon Procyon, the US wealth firm with about $5.5 billion of client assets, has appointed former Wells Fargo advisor Brian Turner as a private wealth advisor. Turner is joined by Selena Kemp, senior client service associate,…