Dave Anders Opens PlanMember Financial Center in New Smyrna Beach

Business Wire

NEW SMYRNA BEACH, Fla.--(BUSINESS WIRE)-- Dave Anders of Dave Anders & Associates, New Smyrna Beach, announces his affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in Daytona Beach and Central Florida.

PlanMember, with $8 billion in assets, specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. By co-branding with PlanMember as a Financial Center, established independent advisors such as Dave Anders can tap the support resources and preferred market access of a national company while maintaining their own local identity. PlanMember has established 28 successful Financial Centers in 17 states, with a goal of expanding to 80 nationally.

Dave Anders & Associates has more than 25 years of experience in financial planning, having over $125 million under management. They have spent the past 8 years as PlanMember representatives helping their personal clients as well as school districts and nonprofits in the Daytona Beach and Central Florida area. They are also represent PlanMember who was selected by the Florida Independent Benefit Council as one of the Florida Model Plan companies for public school employees.

"My goal is to help my clients feel secure about their financial future,” said Anders.“I want them to sleep well at night knowing they have a plan in place that meets all their needs and that our dedicated team is there to help along the way."

Dave has lived in the central Florida area since 1975. Along with his wife, Jenny, and teenage daughter, Riley, he has settled into the beautiful community of New Smyrna Beach. In their spare time they like to golf, surf and spend time with family and friends.

“The affiliation with Dave Anders & Associates supports PlanMember’s plans for expanding its Financial Center business model across the country,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re looking forward to a successful long-term relationship.”

PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and non-profit sectors for over two decades. PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.