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INFINEX RELATIONSHIP MANAGEMENT

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Infinex's Relationship Management structure focuses on in-field, personalized support dedicated to program growth.

Infinex programs receive one Relationship Manager focused on working with management to drive long-term strategies. In doing so, this Relationship Manager also supports the day-to-day needs of financial professionals. Our programs also receive a Support Services Relationship Manager that provides an additional level of training and operational assistance.

Reach-out to us to ask how we utilize these personalized relationships, along with Infinex's Proprietary Opportunity Matrix, to promote individual financial professional success and to drive overall program growth!

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Richard Koll

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Aaron Roman

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Angelo Pietri

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Adam Batchelor

Vice President,

Relationship Manager

(860) 335-8309

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Vice President,

Relationship Manager

(800) 218-2827 Ext. 6135

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Email

Vice President,

Relationship Manager

(919) 302-8881

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Senior Vice President,

Client Experience

(845) 825-1674

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Bob Carroll

Vice President,

Relationship Manager

(800) 218-2827 Ext. 6026

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Email

Vice President,

Relationship Manager

(919) 357-8622

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Email

Vice President,

Relationship Manager

(860) 680-1754

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Email

Relationship Manager,

Director of Support

(860) 997-9466

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Email

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Frank Van Wert

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Heather Rossito

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Karl Williams

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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