Encore Search Partners, LLC
14511 Old Katy Rd Suite 200
Houston, TX 77079
“We engaged Casey on a retained search basis, in order to attract qualified Advisors to our 10 person Wealth Management firm. Casey presented us with 5 candidates, and we are in the process of negotiating packages with 2 right now. We could not be happier with ESP’s service."
- CEO, Independent Broker DealerMay 21, 2015
“For several years, I have relied on Casey to be my eyes and ears about what types of options the other wirehouses and regionals were offering. Last year, I was presented with an offer that was simply too good to pass up. Casey was able to secure me a 7 figure sign-on bonus, and my clients are being serviced even better now.”
- 26 Year Wirehouse AdvisorMay 21, 2015
“I started our fee only RIA 9 years ago, and have realized a great deal of success, but as retirement approaches, I have recently turned to ESP Financial Search to engage potential partners as a viable succession plan. We were able to onboard two partners that have 20+ years left in their career that can continue to offer my clients the white glove service that they’re accustomed to."
- Principal, Small RIAMay 21, 2015
“Casey approached me several times over the course of 4 years through Linkedin, and I always ignored the messages. Once I received word that our firm was poised for an acquisition, I contacted Casey to determine what my options were. I have since been in discussions with 4 other firms, and am I the final stages of negotiating a deal that I had no idea was even imaginable."