Bison Financial Group is an independent practice of Wells Fargo Advisors Financial Network with offices in Indiana, Michigan and Melbourne, Florida. They are a fast growing firm that believes in sound, goal-oriented investing. In 2014, William Gear and Ben Buchanan joined Bison and opened the Melbourne office.
Senior Vice President and Senior Financial Advisor William “Bill” Gear believes Bison Financial and Wells Fargo have given him the tools and the platform to deliver customized investment plans to his clients. “Our bluebook investment plan review process helps our clients achieve their financial goals.” Gear enjoys the relationships that are built with his clients over the years. “Each client is unique, and the plans that we put together are unique to them.”
Melbourne Market Director and Senior Vice President Ben Buchanan, CFP®, is proud of Bison’s commitment to the local community. “Bison Financial Group has a 16 year history of active community engagement. As market director, I am able to help direct Bison’s charitable efforts. Working for a company that values the Brevard community is important to us.”
Bison is proud to have welcomed three new team members to the Melbourne office in 2015.
One of them is Vice President and Senior Financial Advisor Caleb Kennedy. Prior to joining Bison Financial, Kennedy was with Space Coast Credit Union for 11 years. He was named one of the top 50 bank advisors nationwide by Bank Consultant Magazine, in 2013. Kennedy was recognized as a member of the LPL Financial Chairman’s Club for 2014.
Financial Advisor Tom Gregory relocated from Bison’s main office in Indiana. Gregory’s business philosophy is to bring financial planning to people who need help planning for their future and retirement.
Business Development officer Juan Montoya is the newest addition to the Melbourne office. Montoya is fluent in both English and Spanish.
6767 N. Wickham Road, Suite 400 • Melbourne, FL 32940
(321) 722-7600 • (866) 992-4766 • www.bisonfg.com
Rankings are based on a weighted average of six different variables: 2013 assets under management (AUM), trailing-12 month production, percentage change in AUM from the previous year, percentage change in trailing 12 month production, amount of fee business and the ratio of production-per-AUM. Investment performance is not an explicit component.