Digital marketing firm for financial advisors adds experienced wealth manager

Focus on expanding client communications to the next generation
ATLANTA - June 4, 2014 - PRLog -- OrangeAxis, a digital communications company focused exclusively on financial services, announces the addition of Jeffrey B. Clark Jr., CFP, as a Principal of the firm. Jeff is an impassioned advocate for transparent communication between wealth managers and the next generation of investors.

Clark has more than 20 years of financial services experience, most recently serving as Managing Director for Sendero Wealth Management in San Antonio, Texas, where he directed all marketing and client communication and was an investment advisor for several high net worth families. Prior to Sendero, Jeff helped to start First Rate Investment Systems, a software company based in Arlington, Texas, providing portfolio analytics and reporting software used by most of the leading investment custodian institutions in the United States. Jeff started his career as a performance measurement analyst and institutional account manager at STI Capital Management (now known as Trusco Capital Management), the institutional investment management arm of SunTrust.

Clark will apply his experience in wealth management to assist investment professionals as they engage clients and prospects through online channels such as websites, email and social media.

“There is an incredible opportunity to use digital communication to improve the value that investment advisors provide for their clients,” said Joe Stallings, Founder of OrangeAxis. “Jeff’s marketing skill and knowledge of the industry gives OrangeAxis even more capacity to maximize investment advisors’ ability to provide services to the next generation of investors.”

OrangeAxis is full-service digital marketing firm focused on communications strategy, shareable content creation, brand design and social media.


About OrangeAxis

OrangeAxis fuses industry knowledge with strategic marketing and analytics to help investment professionals communicate with their clients and the next generation of investors.  Focused exclusively on financial services, they understand the complexities of communicating investment concepts and maintaining strong relationships.  OrangeAxis helps wealth advisors connect with their clients, build trust and confidence within their targeted audience and differentiate their firm in a crowded marketplace.

Joe Stallings
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Tags:Wealth Management, Investment Advisors, Digital Marketing, Client Communications, Generational Wealth
Industry:Financial, Investment
Location:Atlanta - Georgia - United States
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Page Updated Last on: Jun 04, 2014

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