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Cedar Brook Financial Partners Adds Naples-Based Team

Vanessa Doctor 9 January 2012

Cedar Brook Financial Partners Adds Naples-Based Team

Cedar Brook Financial Partners, the Ohio-based wealth management firm, has expanded its US presence with the addition of The Professional Advisor Group based in Naples, Florida. 

The Professional Advisor Group is a wealth management firm that partners with certified public accountants, lawyers and other professionals to create a comprehensive service clients. The nine-strong team includes Gregg Fortune, founder of the PAG, which will operate under the Cedar Brook brand growing forwards. 

Financial terms of the deal were not disclosed.

Cedar Brook has been expanding its team in recent months, most recently with the appointment of Shannon Barry as client manager of the retirement plans unit. To date, the company employs around sixty financial planning professionals across the US.

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