All of you are NEXT Financial Group. You are what makes the company unique, you are what makes NEXT the greatest broker dealer in the world. It is your shared vision of a rep owned broker dealer dedicated to serving representatives and clients alike. It is your commitment to sharing your voice and providing the direction and input that makes us better every day. It’s your shared values of service to your clients, your communities and to each other.
As I write, we are completing one of the most difficult 12 month periods in the history of the financial markets. Around the country and around the world, many firms and many reps have failed or left the business. Despite these conditions, NEXT Financial Group is entering our second decade strong. Through NEXT, NFISCO, WE2 and 4Ward Financial Marketing we are continuing to improve our product and service offerings to serve you and your clients.
The last six months have been our greatest period of recruiting in our history as more and more representatives come to see the value of the firm you have created. Perhaps the most important sign of our strength is that your spirit, conviction and commitment remain intact as evidenced by the participation and enthusiasm exhibited at our 2009 National Sales Conference. I am confident as we look back at this difficult period in the context of history we will see it is a time when we collectively and individually took our practices and our firm to unprecedented levels of success.
-Barry Knight, President, NEXT Financial Group
NEXT Financial Group Continues To Improve
By blogadmin on July 22, 2010
NEXT Financial Group Team Gets Stronger
By blogadmin on July 21, 2010
NEXT Financial Group President Barry Knight announced that Ami Shah, former Senior Associate in the law offices of Wilson, Elser, Moskowitz, Edelman & Dicker, LLP, has joined NEXT Financial Group as General Counsel.
Knight expressed his enthusiasm noting, “all of us at NEXT are excited to have Ami as part of our team.” Shah was no stranger to NEXT Financial Group and has served as outside counsel to the group over the past five years. “Her knowledge, intelligence and work ethic are all extraordinary and she has proven to work extremely effectively with both the members of our leadership team and with the industry regulatory agencies with whom we interact.”
Despite her previous interactions with NEXT Financial Group Shah said, “I am truly honored to receive this wonderful opportunity with NEXT.”Shah has vast experience in litigation and has participated in all phases of securities litigation in federal and state courts and FINRA arbitration proceedings.
NEXT Financial Group has nearly tripled its compliance department over the past two years and has remained fully committed to FINRA policies.
NEXT Financial Group – A Founder Shares His Vision
By blogadmin on May 20, 2010
David Holtz is one of the founders of NEXT Financial Group and shares the mission of NEXT by giving representatives a voice in directing the future of the company. He believes that NEXT Financial Group is a firm built on a strong foundation of putting clients’ interests first. It is committed to providing the right blend of technology and personal service – helping clients invest with confidence to achieve their long-term investment objectives.
David L. Holtz has more than twenty five years of experience in helping families realize their dreams. He has been a Certified Financial Planner since 1986 and balances his excellent analytical skills with is genuine love for building strong interpersonal relationships. For him, each client brings a wealth of information, possibilities, and challenges. He is firm in his belief that the care and attention he gives each and every client is essential. His work reflects the mantra and overall philosophy of NEXT Financial Group and David is personally committed to finding the perfect investment plan that best suits his client’s needs.
David was not only one of the founders of NEXT Financial Group but he also serves on the Board of Directors.
NEXT Financial Group
By blogadmin on May 13, 2010
Cary Cowan is a registered representative of NEXT Financial Group Inc. and on the board of directors for NEXT Financial Group’s parent company NEXT Financial Holdings. Cowan has decades of experience in the financial realm. He began his career in the insurance industry in the 1970s and eventually founded his own firm in 1979. His business expanded and included financial and retirement planning services.
Cowan is a Certified Financial Planner professional, a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Wealth Strategist. He is well versed in the financial field and is a part of the NEXT team.
Cowan believes in the mission of NEXT Financial Group to build and foster long lasting relationships. He knows the power of listening to clients and understanding them. Like NEXT, cowman believes in forming long term relationships and not the quantity of clientele.
NEXT Financial Group has a holistic and comprehensive approach to financial planning. We pair that with our unparalleled level of personal service, technology solutions, and dedicated team to help you make better financial decisions to assure the lifestyle you want.
Meet the CEO
By blogadmin on April 6, 2010
Gordon D’Angelo is the Chairman/CEO of NEXT Financial Group. He was actually a co-founder of the nine-year-old firm. D’Angelo is no stranger to success. Before NEXT Financial Group, he was a co-founder of the nation’s second largest tax service, Jackson Hewitt.
D’Angelo was significant in the company’s growth from 6 to 6,000 offices and he has consulted for two of the top 15 franchises in the world, according to Entrepreneur Magazine. With a background like that, it’s no wonder he’s been able to bring NEXT Financial Group to award-winning status.
Under his direction, NEXT Financial Group has won the Broker/Dealer of the Year Award for seven years by Investment Advisor Magazine. The Houston-based broker/dealer company has focused on achieving success for its representatives. D’Angelo believes that “NEXT was built on the premise that reps would have voice, value, and vision.” ** Each year investment Advisor magazine conducts a poll asking its representative readers to rate how well their broker/dealer is meeting their needs in key areas. Borker/dealers that are rated the highest by their reps are name “Broker/Dealer of the Year” in one of the four divisions based on each broker/dealer total number of representatives.
Today NEXT Financial Group is a fast-growing broker/dealer company, and at year-end 2007, it had 882 independent-contractor advisors and 110 home-office employees. D’Angelo says the firm has doubled its gross dealer concessions ($114 million in 2007) in two years.
Who are the people of NEXT Financial Group?
By blogadmin on April 1, 2010
Who are the people of NEXT Financial Group?
Relationships are one of the most important aspects of NEXT Financial Group. The company takes pride in the support they give, level of trust, and ability to foster great partnerships. The company’s philosophy is that each representative has a voice and NEXT Financial Group really wants to help you succeed.
This is a philosophy that is carried from the top down. “What separates NEXT from everyone else is the fact that we serve only the advisor, they are our only constituency. From the President down to the newest clerk in operations, everyone at NEXT knows that their job exists to service the needs of the NEXT representative,” said Barry Knight, president of NEXT Financial Group.
The Board of Directors of NEXT Financial Holdings announced Barry Knight as the President of NEXT Financial Group, Inc. in 2006. Knight spent 12 years with Pioneer Investments of Boston, MA, where he served in a variety of leadership positions including National Sales Manager/Financial Institutions and Director of Sales Development. Overall, he has over 25 years of financial industry experience.
Knight’s success at NEXT Financial Group is because he possesses industry wide knowledge, is highly recognized, and has strong communication skills. Knight has worked to ensure the philosophy is shared company-wide.
NEXT Financial Group, Inc. People
By blogadmin on March 11, 2010
NEXT Financial Group, Inc. offers each representative and employee ownership opportunities. Everyone has a say in how the company is run. It’s this philosophy that has resulted in extraordinary company growth and success.
We’re a community of individuals that discuss, share and inspire each other. We live and breathe a shared value of outstanding service, and provide representatives, like you, the support they need to grow and run their business successfully.
We believe in the success of our representatives, allowing each of them to reach their highest potential and achieve their financial dreams.
Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC.
