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Halliday Financial is pleased to announce the opening of our new southern headquarters

10 Mar 2020 1:07 PM | Amy Treis (Administrator)

The purchase of this standalone building is something that is important to our Wealth Mangers, our dedicated clients and to our management team. This building truly allows us to be part of the community that has supported our efforts in Sarasota for more than half a decade. The Gulf Coast of Florida, and Sarasota more specifically, has been the perfect location for the firm to be able to service its relocated clients and continue to expand our independent wealth management platform. Halliday Financial continues to grow its advisory channel, through the addition of new clients and new Wealth Managers. At Halliday we believe our independent nature and robust technology platform will be a model current advisors in Sarasota will find most attractive. The format that allows seasoned advisors to service their existing individual and retail clients on their terms, and realize countless opportunities for growth, makes Halliday Financial a welcome addition to Sarasota’s financial landscape.

When asked about expanding the firm’s reach and the new building, Scott H. Solomon, Chief Operating Officer, Halliday Financial said, “The last few years have proven that Sarasota was the right choice for our firm’s expansion. Our clients, like many others, are attracted to the white-sand beaches, the world class museums, art, and the overall culture of Sarasota. The growth of the surrounding communities and business district are truly impressive. We are looking forward to becoming a part of all of it.”


8430 Enterprise Circle, STE 140
Lakewood Ranch, FL 34202

941-757-1664 | info@lwrba.org

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