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Advisor Placement Firm Cross-Search Has Another Success Story

Advisor Joins Girard Securities With Help From Advisor Placement Firm Cross-Search

David S. Mowatt of Mowatt Financial has partnered with Independent Broker Dealer Girard Securities. Girard is a mid-sized firm recently honored as one of the top 10* Independent Broker-Dealer’s in the industry.

When asked why they chose Girard, David replied, “With the help of Jodie Papike and Cross-Search– an Advisor Placement firm , we searched for a broker dealer that focuses on a personal approach to working with advisors. As a family owned and operated business, we offer a personal approach to our clients to achieve a custom tailored financial plan. We need a broker/dealer whose business philosophy closely matches ours and who can offer the right investment choices to our clients. We believe Girard Securities will offer us outstanding customer service, working diligently to provide solutions for our unique and diverse clientele.”

Mowatt Financial  is based in Englewood, Colorado, and David has been helping clients manage their finances for over 35 years. He and his wife Sherry, along with their 6 team members, assist approximately 200 families with over $500 million of client assets. Their philosophy revolves around recognizing that each client is unique and deserves a unique investment strategy.

“We’re thrilled that David, Sherry, and the whole team at Mowatt Financial chose to join the Girard family,“ said Girard CEO Susie Woltman-Tietjen. “High quality advisors like David who value a strong relationship with their broker/dealer will always be welcome here at Girard.”

“I am honored to have helped David and his team find the right match for their business”said Jodie Papike, Executive Vice President of Advisor Placement Firm- Cross-Search.  “We take great pride in listening and understanding an advisors unique needs and wants in a broker dealer relationship and offering them solutions.  I couldn’t be happier that the team at Mowatt Financial found a broker dealer that they feel will be a good fit for them and their clients for years to come.”

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