Subsidiary Consider It Done! Expands Executive Leadership Team

EverSource Wealth Advisors® welcomes Rhonda Lutzke as chief strategy officer (CSO) for Consider It Done! (CID), a wholly owned subsidiary operating as part of EverSource Advisor Services. This expansion of the leadership team for CID recognizes the significant growth in the arena of virtual administrative services.

EverSource Wealth Advisors® is pleased to announce that Rachel McDonough, CFP®, CKA®, has joined the EverSource platform. She is transitioning her Wisconsin-based practice from Ameriprise Financial and launching her new brand, Wealth Squared. With more than 18 years’ experience in wealth management, McDonough is a nationally recognized leader in the faith-based investing movement.

In the past two months, EverSource Wealth Advisors®, a Birmingham-based RIA, has added five financial advisors to its Total Support System platform. This new growth expands the scope of EverSource’s business and increases assets EverSource manages directly, or for which it provides management support, to over $1 billion.

EverSource Wealth Advisors® Onboards Miller Wealth Management, Expanding Assets on the EverSource Platform to over $600mm

EverSource Wealth Advisors® is pleased to announce the addition of Miller Wealth Management, a financial advisory group previously affiliated with Merrill Lynch. EverSource and Miller Wealth Management, both located in Birmingham, serve clients across the nation.

EverSource Wealth Advisors, a Birmingham-based registered investment advisor, is pleased to announce the acquisition of Consider It Done!, a virtual administrative services company based in Jacksonville, Texas.