REDW Wealth Continues Arizona Strategic Expansion, Welcomes Wealth Advisors Reese Hinton & Robert Papelian
Phoenix, AZ — 14 June, 2021 — REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, is pleased to announce that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. While PWM has ceased operations, Hinton and Papelian will continue to serve their existing client base and the Phoenix market at large as members of the REDW Wealth team.
Reese Hinton, CFP®, and Robert (Rob) Papelian, CFA, CMT, are joining the REDW Wealth team as Senior Wealth Advisors in the firm’s Phoenix office.
“Adding Reese and Rob to our rapidly growing practice is part of our continued strategic expansion in Arizona,” said Paul Madrid, REDW Wealth Principal and Practice Leader. “Since 2019, we’ve been selectively exploring opportunities to join forces with wealth advisory groups that align with our vision and forward-thinking approach, and our commitment to delivering the types of client experience that appeal to today’s consumers. Since our very first meeting, it was clear that PWM was a perfect fit for our business model.”
“Now as one team, we’re even better positioned to meet the shifting investment needs and expectations of our clients and the community we serve.”
Mike Allen, REDW Principal-in-Charge of the Phoenix Office, added: “The wealth management industry is undergoing rapid change and that, in turn, presents tremendous growth opportunities for advisory firms like REDW. It’s exciting to see the transformation and growth our wealth division is experiencing as we continue to adapt, innovate, and ramp up our digital capabilities. The addition of Reese and Rob to the Phoenix wealth team perfectly aligns with our future-ready firm vision.”
Following their successful careers at Charles Schwab Private Investment Advisory, Hinton and Papelian founded PWM in 2019 with a goal of providing a fully customized wealth management solution alternative to traditional RIA firms. Papelian brings more than 10 years of experience in the financial services industry working with individuals and small businesses to develop customized portfolio strategies, including those involving derivatives and transactions abroad on foreign exchanges. Hinton has broad experience in portfolio management, investment analysis, trading and financial planning.
About REDW Wealth LLC:
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC. Headquartered in Albuquerque, NM and with an office Phoenix, AZ, the REDW Wealth team provides financial planning, investment management and consulting, and estate planning services to individuals, families, businesses, institutions and tribal entities. For more about REDW Wealth, visit REDWwealth.com or follow us on linkedin.com/company/redw-wealth-llc and twitter.com/REDWWealth.
About REDW LLC:
Founded in 1953, REDW is a Top 200 Accounting Firm and one of the Southwest’s 10 largest certified public accounting and advisory firms. With office in Albuquerque, NM, Phoenix, AZ, and Edmond, OK, REDW has more than 200 employees who serve the tax, audit, accounting, business, and financial needs of a wide range of clients at both the regional and national level, including privately held businesses; tribes and tribal enterprises; state and local government agencies; healthcare facilities; nonprofit organizations; and individuals. REDW also offers expanded services and expertise as an independent member of the BDO Alliance USA. We take pride in attracting top talent from across the country who see our firm and the Southwest as a place where they can grow both personally and professionally. For more information, visit redw.com, linkedin.com/company/redw, or twitter.com/redwllc.