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Press Release

Bluespring Wealth Partners Bolsters Team with New VP of Business Consulting

by Stuart Silverman
August 18, 2020

Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success.

by Stuart Silverman
AUSTIN, Texas--Bluespring Wealth Partners, LLC (Bluespring), which is focused exclusively on acquiring registered investment adviser and wealth management firms, is proud to announce the hiring of Harold Buckner as Vice President of Business Consulting.

In this new role, he will work directly with both existing and newly acquired Bluespring firms. His responsibilities will include becoming intimately familiar with the business models of these firms, helping them set and achieve growth and financial goals, and leveraging Bluespring’s resources and support services to provide a superior client experience. Buckner will also orchestrate various leadership events and promote idea sharing among the partner firms.

“We know very well that for wealth management firms to grow and evolve, they must be engaged in a culture rich in idea-sharing, continual business analysis, and educational resources,” said Stuart Silverman, President of Bluespring. “Harold’s deep experience in practice management brings these tactics to life for our partner firms. In fact, much of his earlier career influenced the business model we have today.”

Buckner’s 30 years of industry experience include significant roles in business leadership, consulting, and practice management. He served as a Senior Manager at Accenture during the early part of his career, before moving on to a Senior Vice President role with NFP Corp. While at NFP, Bucker created the company’s Strategic Growth Unit, which provided industry-leading practice management services and support to all partner firms. More recently, Buckner served as President – Corporate and Bank-Owned Life Insurance at Transamerica, President of Cypher Security, and Global Managing Director – Insurance Operations with Precision Autonomy.

“Throughout my career, I’ve seen firsthand how the right set of tools and resources can enable wealth management firms to really take off,” Buckner said. “I am eager to leverage these experiences to support the continued growth of Bluespring and our partners.”

About Bluespring Wealth Partners, LLC

Through streamlined and unique succession strategies, Bluespring Wealth Partners is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, flexible ownership arrangements, and institutional-level capital support.

By focusing on partnership as the driver of success, Bluespring Wealth Partners helps business owners ensure a lasting legacy while preserving the core values on which their firms were built.

Bluespring Wealth Partners is a wholly owned subsidiary of Kestra Financial, Inc.


Contacts
Gregory FCA for Bluespring Wealth Partners
Jen Diehl, 610-228-2124
kestra@gregoryfca.com

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