Oscar Varona Joins A.G.P. as VP of Wealth Management
Advisor - People | Jan 13, 2025 | A.G.P./Alliance Global Partners
A.G.P./Alliance Global Partners has announced the appointment of Oscar Varona as Vice President within their Wealth Management Division, operating out of their Boca Raton, Florida office. Oscar Varona joins AGP bringing with him significant experience from his previous roles at LPL and Foresters Financial Services. AGP's CEO and Executive Chairman, Phil Michals, and National Sales Manager, Eric Steingruebner, have expressed their excitement about Varona's addition to the team, highlighting their commitment to supporting his future client endeavors. AGP, a firm registered with FINRA and the SEC since 1980, emphasizes its prowess in wealth management and institutional services, priding itself on offering boutique-level client services while maintaining the assurance of assets being held at Fidelity Clearing and Custody.
Sectors
- Wealth Management
- Financial Advisory
Geography
- United States – A.G.P. operates out of Boca Raton, Florida, and serves both domestic and international customers, indicating a significant presence in the United States.
Industry
- Wealth Management – The article discusses a key appointment within the Wealth Management Division of A.G.P., highlighting the firm's capabilities and services in this sector.
- Financial Advisory – A.G.P. is described as a regional investment and advisory firm, indicating its role in providing financial advisory services.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Oscar Varona | Vice President of Investments, Wealth Management Division | Person | Oscar Varona joins AGP with experience from LPL and Foresters Financial Services. |
| A.G.P./Alliance Global Partners | Company | Company | A regional investment and advisory firm with a focus on wealth management and middle market institutional clients. |
| Phil Michals | CEO/Executive Chairman | Person | CEO and Executive Chairman of A.G.P. |
| Eric Steingruebner | National Sales Manager, JD, CFP | Person | National Sales Manager at A.G.P. who commented on the new hire. |
| LPL | Former Employer | Company | Oscar Varona's previous employer before joining A.G.P. |
| Foresters Financial Services | Former Employer | Company | Oscar Varona's employer prior to LPL. |