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For Immediate Release
Re: Steve Broadbent, Fulcrum Partners Atlanta
PONTE VEDRA BEACH, FL — (July 27, 2017)
In 2007, a group of seasoned financial industry professionals founded Fulcrum Partners LLC. Their intent was to bring together exemplary talent in their profession, creating an independent, member-owned firm dedicated to helping companies achieve cost-effective executive benefits plans that reward key leadership in meaningful ways. Now, celebrating its ten-year anniversary, Fulcrum Partners has thirteen offices coast-to-coast and is led by a hand-picked team of managing directors with exceptional skills and experience. As part of its 10-year anniversary celebration, Fulcrum Partners is honoring the leadership at each of its executive benefits consulting offices, focusing this month on Managing Director, Steven Broadbent.
Steve Broadbent heads Fulcrum Partner’s Atlanta, Georgia office. Prior to joining Fulcrum Partners in 2012, he spent 11 years as an executive benefits consultant for Clark Consulting and before that 6 years as a Sales Vice President in AT&T’s Los Angeles office.
Steve is the former Deputy Assistant Secretary for the U.S. Department of the Treasury. He was appointed by President George H. W. Bush, and during his service, led White House Advance Teams on diplomatic missions throughout Europe and the Middle East. He is a two-time recipient of the Navy’s Meritorious Service Medal, and a recipient of the Meritorious Service Award from the Secretary of the Treasury and the Commissioner’s Award, which is the highest honor presented by the Commissioner of the Internal Revenue Service.
A retired U.S. Navy Commander, Steve served at sea and in Washington, D.C. He received a Master of Arts in Public Policy from George Washington University, a Master of Business Administration from the University of North Carolina at Chapel Hill and a Bachelor of Science in Nuclear Engineering from the University of Virginia.
“Fulcrum Partners,” said Broadbent, “Is a unique firm comprised of individuals who are committed to their communities through both volunteer and philanthropic activities. I serve as Mayor Pro Tem and City Council member in Johns Creek, GA, a community of 83,000 residents in the north Atlanta suburbs.
“I also serve as a Director for the county development authority which promotes economic development activity throughout the county and City of Atlanta. I have been privileged to raise my family in Johns Creek and these activities provide the opportunity to give back to the community in a meaningful way.”
To learn more about the executive benefits and deferred compensation services provided by Fulcrum Partners Atlanta, contact 770.813.0750.
Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation’s largest executive benefits consultancies. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C. Find out more about the Fulcrum Partners executive benefits advisory team at www.fulcrumpartnersllc.com/team/.
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.
Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.
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