JACKSON,
Miss., July 2, 2024 /PRNewswire/ --
Dan Countiss and Olivia
Countiss, a father-daughter duo of wealth planners, announce
the launch of Countiss Wealth Management. Together, they have
nearly 25 years of combined experience in wealth management,
financial planning and investing. Dan and Olivia Countiss were
both previously with Edward Jones,
where they served nearly 500 client families and business owners in
the local area and managed nearly $200
Million in investments.
"By forming Countiss Wealth Management, we can create a new
practice that allows us to work together in serving clients long
into the future," Dan Countiss said. "We see ourselves as now
being a multigenerational family serving multigenerational
families. By working with and beside Olivia, we can deliver more
expertise together to our clients."
By creating their own independent financial advising practice,
Dan Countiss and Olivia Countiss can now work together as a team
to take more comprehensive care of their clients. They are joined
by Investment Analyst Chandler Duke
and Client Services Associate Christy Walker.
"We always want to be in the best place possible to service our
clients and their families. This is a wonderful change for clients
who choose us," says Olivia
Countiss. Some benefits include:
- Improved financial planning services. Countiss Wealth
Management will deploy the industry-leading financial planning
software, enabling the Countiss team to deliver improved advice and
input on key financial decisions. Clients will gain a truly
comprehensive picture of their finances.
- Upgraded technology. Improved technology will make it easier
for clients to work with the practice and enable the Countiss team
to spend more time talking with clients instead of on
administrative tasks.
- Advice on 401k plans. With LPL
Financial, we can provide advice on your 401k investments. Olivia says, "With 401ks being
the first vehicle for retirement savings, clients have been asking
for advice on how to invest their 401k
dollars, and Countiss Wealth Management will now be able to
help clients with this important part of their financial
picture."
LPL Financial provides back-office support for Countiss Wealth
Management. With more than 22,000 financial advisors
nationwide, LPL Financial is the No. 1 independent
broker-dealer and advisory firm in the
United States according to Financial Planning Magazine
1996-2023 based on total revenue.
About the Partners:
Dan Countiss joined Edward Jones in 2010. Dan became a financial
advisor after owning a successful business and selling it, making
him an ideal fit for business owner clients. He earned an
undergraduate degree in Marketing & Finance and a master's
degree in Human Resources. He served in the US Army and has been
married to Karen for almost 40 years and has two grown daughters.
He is an avid golfer and Mississippi
State fan.
Olivia Countiss joined
Edward Jones in 2015 and holds the
designations of CEPA and AAMS. Being on the front lines of seeing
her father run a successful business and become a financial
advisor, Olivia took an interest in investing and financial
planning at a very young age. In fact, she maxed out a Roth
IRA account when she was just 12 years old. She earned her
undergraduate degree in Managerial Finance at the University of Louisiana at Monroe, where she
also played Division 1 basketball. Beyond being an athlete, Olivia
has also done volunteer work in Guatemala, Nepal, and Paraguay.
About LPL Financial
LPL Financial Holdings Inc. is a leader in the markets they
serve, serving nearly 23,000 financial advisors, including advisors
at approximately 1,100 institutions and at approximately 570
registered investment advisor ("RIA") firms nationwide.
For inquiries, please contact Countiss Wealth Management at
769-289-1001.
For more information about LPL Financial, please visit
www.lpl.com
www.countisswealthmanagement.com
344 Keyway Drive, Suite B
Flowood, MS 39232
769-289-1001
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SOURCE Countiss Wealth Management