September 15, 2023 • By WealthManagement.com
Andree Mohr recognized as a Rising Star of the Year Honoree at the 2023 Wealthies Awards.
Andree Mohr supports growth at Integrated Partners on a day-to-day basis, working as the liaison between Integrated and their custodial partners. She manages the onboarding and transition processes for all advisors, professional partners and administrative personnel. She builds custom transition plans to fit each advisor, giving them the right information at the right time and progressing in stages. They then concentrate on post-affiliation training and support to ensure advisors have the tools they need to leverage Integrated’s comprehensive models and culture. In addition, she helps launch and oversee all growth initiatives and special projects for the firm.
Andree has spent the last 18 months building a strong foundation of trust and client service through strategic partnerships at Integrated Partners. She’s been working to help entrepreneur-minded financial advisors who want to implement operations the right way from the beginning and grow their practice once they’re established. Through Integrated’s CPA program, she helps CPAs monetize their most trusted advisor status, while helping their clients with their financial planning and tax needs.
