Scottsdale, AZ N. Northsight Boulevard Office

Team
Updated today

Client AUM

$3,839,665,736

Clients

3,255

Advisors

4

Of 76 advisors across 38 offices

Location

14500 N. Northsight Boulevard, Suite 313

Scottsdale AZ 85260

Advisors at this office

4

Advisors at this office

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Robert C

Series 66

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, Axa Advisors, and Nelson Financial. Since 2022, he has owned Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, and registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Daniel T

Series 63, Series 66

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Daniel Twogood is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at multiple firms, including Equitable Advisors and AXA Advisors, and has operated Twogood Financial Services, Inc. since 2000. Outside of advising, he is involved as an independent insurance agent and holds membership in several LLCs related to his professional and personal activities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, and investment advisory services through a national network of representatives using multiple investment programs and also manages private pooled investments and offers sub-advisory and turnkey asset management solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Grant T

CFP®, Series 66

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Grant Twogood is a CFP® professional with eight years of experience in financial advising. He is currently affiliated with EverSource Wealth Advisors, LLC and has prior experience with Equitable Advisors and Axa Advisors, LLC. His background also includes a role at Grand Canyon University. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Jordan T

Series 65

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Jordan Twogood is an investment advisor representative with EverSource Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and 10 years of industry experience. He previously worked at Merwin Capital Management, LLC for eight years and has been involved with Twogood Financial Services, Inc since 2022. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, advisory, and consulting services, delivering advice through a national network of representatives using multiple investment programs and a values-based, investor-profiling approach.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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