Wealth Advisor & Women in Transition Specialist, Breanne Polonia departed Wells Fargo Advisors and joined Surevest Private Wealth to expand her practice of helping women navigate life changing events such as the sale of a business, divorce, or the loss of a loved one. Breanne is a Certified Divorce Financial Analyst (CDFA) with over a decade’s experience as a financial professional. Breanne has used her personal life
experience as a catalyst to guide women through important life moments that many times lead to irreversible financial mistakes. This experience has developed into a highly sought-after niche in the planning world that Breanne looks to lead exclusively for the clients of Surevest Private Wealth. She was represented by Eric Edson of Practice Solutions, Inc.
“There is no substitute for experience and authenticity. My clients know I’ve walked in their shoes and I have successfully helped numerous women through life transitions. I have achieved the greatest personal satisfaction and made the largest impact during my tenure as an advisor helping women navigate these moments and guide them along a path that leads to financial stability and growth,” said Breanne. “In selecting a firm to join, the top priorities for me were culture and the ability to place my clients’ interests first. I met with several large RIA firms, but meeting with Surevest CEO Robert Luna, and seeing first hand his team’s passion to create a remarkable experience for their clients really inspired me. Robert’s focus on dominating the unscalable world of financial services is unique. While others look toward automated solutions
and call center service, Robert wants to focus on treating clients as individuals through customized strategies and personalized attention – which is what I wanted to ensure would be the experience for my clients. This approach is the same he takes in bringing new advisors into the firm. Robert seeks out talented advisors with a valuable niche that he can help develop to deliver real value to the firm’s clients. There is no focus on
competing with the masses only being the best for clients Surevest serves. The fact that I will be supported by a team of highly experienced and credentialed partners working alongside my clients and I, is one of many reasons I chose to partner with Surevest. Independence is key, but I knew I could better serve my clients if I had a supportive team behind me,” Breanne continued.
“Breanne embodies the personalized, results driven approach we take towards each client. It is no longer beneficial to employ a generalist, there is no value in that. To deliver something valuable, you must be ultrafocused with a commitment to be the best. Our advisors are past the “figuring out what they are good at” stage. Breanne knows her strengths, the type of clients she can help, and the commitment it takes to serving them
better than anybody out there. I am so enthusiastic to welcome her and her clients to Surevest. We have gained a real asset to our firm,” said Surevest CEO and Chief Investment Strategist, Robert Luna.