Financial Architects Partners, a Boston-based national life insurance planning firm, today announced the addition of Scott Lomes.
Scott Lomes, former Director, Relationship Management at Credit Suisse, joins Financial Architects Partners as Vice President of Business Development. His primary responsibility is to market the firm to advisors, C-suite executives and founders of public and private companies.
Scott has over 20 years of experience in the financial services industry, serving both institutions and highly affluent families. His experience includes advising his clients on all aspects of wealth management and preservation. Prior to Credit Suisse, Scott worked at Deutsche Bank where he advised directors and officers of public and private companies.
David Carroll, CEO of Financial Architects Partners, commented: “We benefit from the varied backgrounds of key employees and Scott adds to this diversity. We have worked alongside Scott, on behalf of shared clients, for over a decade. To have him on our side, dedicated to the work we do, brings a whole new perspective that will benefit our firm and our clients.”
About Financial Architects Partners
The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35 person national life insurance planning firm with offices in Boston, Los Angeles, Minneapolis, Palm Beach, Palo Alto and Providence. Financial Architects Partners manages roughly $10B of trust-owned life insurance for over 300 family groups as of Sept. 1, 2013. Our team consists of individuals with backgrounds in law, tax, finance and life insurance. We specialize in wealth transfer life insurance and the design, implementation and management of large life insurance portfolios.
National Financial Partners Corp. (NFP) and its benefits, insurance and wealth management businesses provide diversified advisory and brokerage services to companies and high net worth individuals, partnering to help preserve their assets and prosper over the long term. NFP advisors provide innovative and comprehensive solutions, backed by NFP's national scale and resources.
Most recently NFP was ranked in the top 10 on Business Insurance's 100 Largest Brokers of U.S. Business; second on Business Insurance's Largest Agents and Brokers Headquartered in the U.S. Northeast; it operates the fifth-largest executive benefits provider of nonqualified deferred compensation plans by total clients, as ranked by PlanSponsor; and operates a top 10 independent broker/dealer as ranked by WealthManagement.com. NFP is also a leading independent life insurance distributor according to many top-tier carriers. For more information, visit www.nfp.com.
- Investment & Company Information
- Credit Suisse