After 40 years of distinguished service to the public, the financial services profession, and community, Tom Sedoric, Executive Managing Director, Wealth Manager at Steward Partners and founder of The Sedoric Group has announced the team’s name change to Clove Hitch Advisors of Steward Partners effective Nov. 15.
“The new name, conceived by Barb and Annie Sedoric while on a cross-country adventure, captures the key elements of the values my colleagues have crafted in the past 40 years,” said Tom Sedoric in his announcement.
“A Clove Hitch is known for its strength and flexibility, and that is what we have always stood for in serving our clients’ planning and investment needs.”
After extensive cross training and defining roles and responsibilities in recent years, Tom will continue at Clove Hitch Advisors in a Senior Advisor role while assuring the core values of ART – Accountability, Responsibility, and Transparency – remain the foundation of our service to clients and to the public.
“Tom created a comprehensive service model and tax efficiency discipline that are the ‘gold standard’ in our profession, and we are excited to continue to grow the legacy that The Sedoric Group, and now Clove Hitch Advisors, embodies,” added Casey Snyder, CFP®, Managing Director and Wealth Manager.
“We’re excited to continue to serve clients with the same time-tested values and new tools available to us today.”
The new name, Clove Hitch Advisors, reflects the team’s collaborative approach and embodies almost a century of collective experience in improving the lives of thoughtful and engaged investors. For additional information, please visit www.clovehitchadvisors.com.