VICTOR, NY– Apr. 1, 2019 – Victoria Bach of Evolution Financial Advisors in Victor, attended Securities America’s 2019 Masters Forum from March 14-16, 2019, on Amelia Island, off the east coast of Florida. Bach attended multiple professional development sessions throughout this three-day event, gaining valuable knowledge on the latest industry trends while having multiple opportunities to network with other advisors. The Masters Forum is an annual event Securities America offers exclusively to its top advisors to recognize their achievements toward serving their clients during the previous year.

Bach is an OSJ of Securities America, Inc. and has been with the advisory and brokerage firm for more than two years. Evolution Financial Advisors provides comprehensive financial services in the areas of supporting independent financial advisors in an OSJ capacity to work toward shared success by offering exceptional service with technology, compliance, and business development.

Since joining Securities America, Bach and her staff at Evolution Financial Advisors attend Securities America conferences in an ongoing effort to best serve their clients. 

“I’ve been committed to taking part in training opportunities and professional development conferences throughout my career. They educate me about trends in the industry and provide me with tangible solutions to running a better business and meeting my clients’ needs,” Bach said.

Bach began her financial services career at Wall Street Financial Group. She holds the FINRA Series 4, 7, 24, 27, 53, 63, 65, and 99 licenses, along with licenses for insurance and notary public, as well as acting as a FINRA arbitrator and having served on the FINRA District 9 Committee and FINRA’s Small Firm Advisory Board. Bach has been active in the Victor community through leadership roles on the board of the YMCA Southeast branch for two years, and she was recently nominated for the Women of Excellent Award by the Chamber of Commerce.

About Securities America

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK), is one of the nation’s largest independent advisory and brokerage firms, with 2,600 independent advisors and more than $86 billion in client assets as of Dec. 31, 2018.Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory Services offered through Securities America Advisors, Inc. and / or Arbor Point Advisors, LLC. Securities America and Ladenburg Thalmann Financial Services Inc. are separate entities from all other entities named.

Mandy Szewczuk

More about the author: Mandy Szewczuk

Mandy works with advisors as the lead of Evolution Financial Advisor’s virtual assistant program and is part of the marketing and events team.