Blair has been in the industry for 20+ years as an individual advisor, a mentor to other advisors, and a key support person for the Wealth Preservation Institute and AdvisorShare Wealth Management (ASWM). Blair received his Bachelor of Business Administration degree, majoring in Finance, from Western Michigan University and is also a Certified Asset Protection Planner (CAPP).
Blair has been working hand in hand with Roccy DeFrancesco as his "right-hand man" since entering the industry and is excited to help ASWM grow to one of the premier RIAs in the industry. Blair's role at AS WM is on the operations side, as part of the "Advisor Launchpad" offering, and to help advisors with comprehensive case design.
Meet the Rest of the Team
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Richard Kirk
Investment Advisor Representative
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Roccy M. DeFrancesco, Jr., JD, CAPP, CMP, CRCS
Asset Protection Strategist
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Joseph Maas, CFA
Investment Management Specialist
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James M. Duggan, JD, MBA
Estate & Tax Planning Attorney
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Jonathan Camarda, CFA
Investment Design Specialist
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Daniel McDonald
Annuity & Insurance Specialist
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Richard Kirk
Investment Advisor Representative
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Roccy M. DeFrancesco, Jr., JD, CAPP, CMP, CRCS
Asset Protection Strategist
Read Bio -
Joseph Maas, CFA
Investment Management Specialist
Read Bio -
James M. Duggan, JD, MBA
Estate & Tax Planning Attorney
Read Bio -
Jonathan Camarda, CFA
Investment Design Specialist
Read Bio -
Daniel McDonald
Annuity & Insurance Specialist
Read Bio -
Richard Kirk
Investment Advisor Representative
Read Bio -
Roccy M. DeFrancesco, Jr., JD, CAPP, CMP, CRCS
Asset Protection Strategist
Read Bio -
Joseph Maas, CFA
Investment Management Specialist
Read Bio -
James M. Duggan, JD, MBA
Estate & Tax Planning Attorney
Read Bio -
Jonathan Camarda, CFA
Investment Design Specialist
Read Bio -
Daniel McDonald
Annuity & Insurance Specialist
Read Bio