1st Global Expands Business Development Team by Adding Two Industry Veterans

DALLAS — Feb. 12, 20181st Global, an independent wealth management partner to exceptional CPA wealth management firms and financial advisors, today announced the addition of two accomplished recruiting professionals – Bruce Pullen and Shaun Rose – to serve as senior business development consultants. Reporting directly to Assistant Vice President of Business Development Jeremy Belfiore, Rose and Pullen will play a key role in leading the company’s recruiting initiatives.

“We’re excited to have Shaun and Bruce join the Business Development team at 1st Global,” said Belfiore. “Having personally worked with Shaun for many years, I am confident he will make a tremendous impact because of his reputation in the industry as an innovator and builder of strong, strategic relationships with financial advisors.”

“Bruce’s reputation in the industry speaks for itself; he brings an extremely high level of integrity and ethics and his prior successes directly align with the recruiting goals and vision we have at 1st Global. I could not be happier to have such proven and successful recruiters be a part of our team. We look forward to their impact on the recruiting successes we have envisioned,” Belfiore said.

As senior consultants to the business development team, Pullen and Rose will identify and build relationships with a pipeline of highly successful candidates in the accounting and financial services profession with the intent of vetting them for an affiliation or consulting engagement with 1st Global.

Bruce Pullen has over thirty years of experience across the financial services industry at top institutions such as Ameriprise Financial, MetLife Resource and American General Financial Group. With prior experiences as a regional director of branch development, vice president of sales and marketing and management of retirement planning specialists and service departments, Pullen brings a wide range of knowledge and unique insight into his role as a senior business development consultant.

Shaun Rose has a fifteen-year track record as a results-driven financial advisor recruiter at top-tier firms such as Raymond James Financial and Wells Fargo. Most recently, Rose served as regional vice president of advisor recruiting at Royal Alliance, where he consistently exceeded annual goals for his territory. Known for his skill in aligning firm and advisor value propositions, he brings a high level of integrity and skill into his role as a senior business development consultant.

“We are excited to add Bruce and Shaun to the business development team,” says Jeff Magson, EVP and client experience officer. “I am confident that their experience, coupled with their abilities as business leaders and coaches, will ensure the continued growth in our business and the best-in-class services we provide to CPA wealth management professionals.”

About 1st Global 
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

Securities are offered through 1st Global Capital Corp. which is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is