Apollon Wealth Management, a Fast Growing RIA, Names Industry Vet Steven Mills as COO to Support Expansion
CHARLESTON, S.C.--(BUSINESS WIRE)--Apollon Wealth Management, a Registered Investment Advisor (RIA) based in Charleston, SC with offices in Charlotte, NC, Augusta, GA, Mt. Pleasant, SC, and Aikin, SC, announced today that it has hired Steven Mills, a former SVP at LPL Financial, as its new Chief Operating Officer. Mr. Mills brings more than 20 years of financial services experience to his new role, including leadership positions in wealth management, broker dealer operations and risk management.
“Steve’s industry experience will help Apollon enhance its already robust Advisor offering and create efficiencies across the firm to allow its advisors to focus their time on serving their clients,” said Jeff Carlson, founding partner of Apollon.
In addition, Apollon announced that it has partnered with Merchant Investment Management, LLC, a private partnership out of New York, to leverage its knowledge and expertise to build a world-class business in an open architecture environment. This strategic relationship has helped Apollon establish five locations in the Southeast, and partner with 11 Wealth Advisors.
“We’re impressed and excited by the evolution of Apollon’s business. The hiring of Steve Mills as COO is a further signal of Apollon’s commitment to have the right leadership and infrastructure in place to support its expansion,” said Marc Spilker, executive chairman of Merchant.
Apollon Wealth Management, LLC is a collaborative and transparent financial planning firm focused on aligning client’s goals of growing and preserving their hard-earned wealth. Founded in 2018 and headquartered in Charleston, Apollon has five offices in the Southeast. Apollon set out to change the retail model for investments away from a focus on product to one that is client directed driven by a comprehensive financial plan. With exceptional white glove service, Apollon has created an independent organization with the sole mission of enriching the lives of others through concerted financial planning and guidance.
With passion and purpose, Apollon has created a launch pad for advisor independence built with a seamless transition process for clients. Driven to expand the firm’s footprint on the East Coast, Apollon possesses an open architecture environment and a centralized back-office that unifies advisor integration, onboarding and acquisition. Since conception in February 2018, Apollon has opened 5 locations in the southeast. To learn more about Apollon, visit their website at www.apollonwealthmanagement.com.
Merchant Investment Management is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant helps unlock value and entrepreneurial opportunity for business owners. To learn more about Merchant and the Merchant team, please visit our website at www.merchantim.com.
Jeffrey Carlson, Apollon Wealth Management, LLC