Surevest Expands Advisor Platform Capabilities with New Tech Hire
–Surevest Wealth Management Adds Clay Darland as Chief Technology Officer–
PHOENIX, Nov. 1, 2013 /PRNewswire/ – Following the recent launch of an advisor partnership platform, Surevest Wealth Management (“Surevest”)–previously SureVest Capital Management–today announces the strategic hire of Chief Technology Officer Clay Darland.
With over 15 years of technology-related experience, Darland is a valuable addition to the Surevest team. His hire supports the continued efforts behind the firm’s new platform, which allows for advisors nationwide to partner with Surevest and receive support with specific services that have the greatest impact on the growth and quality of an advisory firm–technology being one aspect.
In his role, Darland assists in the development of the Surevest Advisor Desktop, a company intranet that enables Surevest advisors to share files and exchange encrypted email with the home office and clients quickly and securely, and additionally allows them to work from anywhere on remote devices. Darland also works on the creation and execution of Surevest’s secure client portal, where clients can find all of their statements, performance reports, tax information and financial planning documents.
“We are excited to have Clay’s advanced knowledge and expertise onboard, as he is a critical asset to the success of the Surevest Advisor Partnership platform,” says Jeremy Kisner, President of Surevest. “Clay will continue to expand the capabilities of the firm and transform the tools available to Surevest’s advisors through the advancement of our technology offerings.”
In his role as Surevest’s Chief Technology Officer, Darland will ensure that each advisor has the right equipment, software and data security, as well as privately tutoring each advisor on the effective use of these tools in addition to the incorporation of social media.
Darland’s most recent role as a lead network engineer and developer for a local technology services firm gives him the expertise needed to elevate Surevest’s technology platform. In addition, he holds the Microsoft MCITP-SA, Cisco CCNA, Red Hat RHCSA and CompTIA A+, Network + Security + and several other vendor neutral certifications.
Founded in 2002, Surevest is an independent Registered Investment Advisor located in Phoenix, Ariz. The team focuses on building and protecting investors’ wealth, as well as providing advisors nationwide with a support system. Surevest is able to deliver a level of service and performance that goes far beyond what one can expect from a traditional brokerage house relationship. Through the firm’s advisor partnership service, Surevest offers elite advisors support with portfolio management, marketing, compliance assistance, technology and client retention strategies. For more information, please visit www.svwealth.com.