REDW Adds Trading and Investment Manager in Phoenix Office

ALBUQUERQUE, N.M. - April 30, 2013 - PRLog -- REDW Stanley Wealth Advisors, LLC, an SEC registered affiliate of REDW LLC and a highly respected investment advisory firm with a primary focus on serving clients in the Southwest, is pleased to announce the addition of Robert Elzholz as Trading and Investment Manager in the firm’s Phoenix office.

A native of Phoenix, Robert has more than 12 years of industry experience developing and customizing financial, estate and income planning solutions for a variety of clients, including family owned businesses, business owners and individuals at all stages of their lives. As Trading and Investment Manager at REDW Stanley, he will be responsible for business development and oversight of financial services in the Phoenix market.

Robert worked most recently as a Financial Advisor and Vice President of Investments for JP Morgan Chase Wealth Management’s Phoenix office. Prior to that, he owned and operated E&K Financial Services, LLC, a firm dedicated to providing fee-based financial solutions. Earlier in his career, Robert was a financial Advisor for USAA in Phoenix.

“Adding Robert in our Phoenix office demonstrates our strong commitment to more efficiently serve the needs of our Arizona clients,” commented Ginny Stanley, Principal in charge of REDW Stanley Wealth Advisors, LLC. “Robert knows the market extremely well so with his knowledge, experience and client-centric approach we are well-positioned to build a solid foundation to not only better serve our clients but also expand our reach in the Phoenix market,” added Ginny.

Robert holds a Bachelors of Science in Technical Management from DeVry Institute of Technology and he is a designated Chartered Retirement Planning Counselor℠ (CRPC®) and Accredited Asset Management Specialist℠ (AAMS®).  He is Series 7, 63 and 65 licensed.

About REDW Stanley Financial Advisors, LLC and REDW Stanley Wealth Advisors, LLC

Founded in 1997, REDW Stanley Financial Advisors is an SEC registered investment advisory firm subsidiary of REDW LLC  operating out of Albuquerque, NM. The firm recently established a presence in Phoenix, which operates as REDW Stanley Wealth Advisors, LLC, an affiliate of REDWLLC. From both offices, REDW Stanley assists clients with wealth and asset management, investment advice and other financial planning and estate planning needs.  

About REDW LLC

Founded in 1953, REDW is one of the top 10 largest and most respected certified public accounting and business consulting firms in the Southwestern United States, according to the 2012 Top 100 Firms report released by Accounting Today.  

In November 2012, REDW joined forces with two prominent Phoenix-based firms—Abalos & Associates PLLC, and Miller, Allen & Co., P.C., positioning REDW as the 17th largest CPA firm in the Phoenix metropolitan area, according to the 2013 Accounting Firms list published by the Phoenix Business Journal.

With headquarters in Albuquerque, NM and an office in Phoenix, AZ, REDW is home to nearly 200 employees. Together they serve the tax, business and financial needs of a wide range of clients, including privately held businesses, tribes and tribal enterprises, local and state government agencies, healthcare and financial institutions, nonprofit organizations, and individuals both regionally and nationally. REDW is a member of the BDO Alliance, a network of over 400 Alliance CPA firms located across the U.S., and Alliance Benefit Group, a national network of independently owned retirement plan consulting; investment advisory; health and welfare consulting; and benefits administration firms.

For additional information, please visit redw.com (http://www.redw.com/).