When annuity marketing material needs a little embellishment, that can be a big problem in court.
(Birmingham, AL: December 5, 2013) – Highland Capital Brokerage announced today that it has hired new managing principals for its Philadelphia, PA, and Charlotte, NC, locations effective January 1, 2014.
David R. Bernaus, CLU, ChFC, most recently with Nationwide Financial Services has been hired as Managing Principal at HCB Philadelphia. Walter L. Brown, most recently with UBS Financial Services has been hired as Managing Principal at HCB Charlotte.
“We are very pleased and excited to have the opportunity to gain momentum at these two offices that have traditionally been very strong for Highland Capital Brokerage,” said Jim Gelder, CEO. “We are very confident that Walter and Dave will build upon past successes and bring a fresh perspective to the business, their markets, and these well-established firms.”
Walter Brown previously worked for UBS Financial Services, Inc. Prior to UBS, Mr. Brown served in a leadership position at TIME Financial where he was a recruiter, trainer, and manager of regional sales specialists. In previous positions, Mr. Brown coordinated insurance, annuity, and retirement platforms, and built new and profitable divisions. Mr. Brown’s expertise includes tactical and strategic planning, sales development, and market share growth. He is also highly regarded as a recruiter, trainer, and manager, and specializes in partnering with qualified and committed producers at the highest levels. Mr. Brown received his bachelor’s degree in marketing and management from New England College. He holds P&C, Life, and Health & Accident licenses and maintains Series 6, 63, 7, and 24 registrations with the NASD.
David Bernaus was previously employed by Nationwide Financial Services where he worked closely with brokerage general agencies and producers to help them grow their life insurance business by bringing creative product and sales concept solutions to their clients. Mr. Bernaus has over 20 years of experience in the life insurance business and has worked for several leading life insurance carriers in the home office and the field. His experience also includes distribution management, running a brokerage agency, building brokerage internationally, and building a producer group. He holds the Series 7, 24, and 63 registrations and is a business graduate of Queen’s University, Kingston, Canada.
About Highland Capital Brokerage
Committed to helping successful financial advisors and insurance professionals to grow their business, Highland Capital Brokerage, Inc. (HCB) creates trusted relationships by delivering customized insurance solutions, personalized local service and support, and superior value. HCB has differentiated itself among multi-carrier brokerage agencies through an emphasis on providing value-added marketing and point-of-sale support. HCB provides objective access to major insurance carriers, advanced planning support, expertise in risk underwriting, and back office processing to insurance brokers, financial planners, and various institutions such as banks, wirehouses, and certified public accountant firms. To learn more about Highland Capital Brokerage, visit www.highlandbrokerage.com.
Securities offered through NFP Securities, Inc., Member FINRA/SIPC. Highland Capital Brokerage is not affiliated with NFPSI.