PVWP Adds Director of Operations and New Rockford Office

PrairieView Wealth Partners, an Orland Park-based firm that has provided comprehensive financial planning since 1991, is pleased to announce the hiring of Bob Morvice as the firm’s newest Wealth Advisor and Director of Operations. Bob joins PrairieView after serving in a similar role with Bates Financial Advisors in Rockford.

 

Morvice will remain in the Rockford area, opening a satellite office for PrairieView Wealth Partners. The new office will be located at 2990 N. Perryville Road, Suite 4136B in Rockford. The office’s phone number will be (815) 200-1202.

 

“PrairieView is committed to providing faith-based, family-centered professional financial planning to our clients – and Bob’s background is a perfect fit for that,” said Tim Regan, Founder of PrairieView Wealth Partners. “We believe Bob’s experience, along with his values, strengthen our brand and will provide current and new clients with the family-like treatment they deserve.”

 

Bob holds a bachelor’s degree in Economics from the University of Kentucky. With over 23 years in the financial derivatives industry, he has also served in a variety of leadership roles with several well-known Chicago-area financial institutions over the course of his career.

 

In his most recent role, Bob supervised nearly 700 households with investment management, tax planning, estate planning, insurance planning, and retirement planning.  He is a Certified Financial Planner and holds a Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 51 (Municipal Fund Limited Principal), and Series 66 (Investment Advisor Representative).

 

“Although the firm I work with may have changed, my commitment to Rockford area communities has not waivered,” commented Morvice. “I am excited to be joining the PrairieView team, but more importantly, bringing this firm’s values and commitment to excellence to the communities I care for so deeply.”

 

A Rockford native and Guilford High School graduate, Bob is very passionate about community involvement. In addition to being an active member of St. Peter Catholic Church in Geneva, he has been a youth basketball, baseball, football, and softball coach for many years. Bob and his wife Julie are the proud parents of four children.

 

PrairieView Wealth Partners has provided family-centered comprehensive financial planning for their clients since 1991. Their mission is to partner with Christian families to provide trusted and faith-based financial advice, delivered through personal conversations.

 

Need more info? 708.326.4750 or info@pv-wp.com

Practice Disclosure:

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PrairieView Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.pv-wp.com for important disclosures. Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and PrairieView Wealth Partners are not affiliated companies. The material presented includes information and opinions provided by a party not related to Thrivent Advisor Network. It has been obtained from sources deemed reliable; but no independent verification has been made, nor is its accuracy or completeness guaranteed. The opinions expressed may not necessarily represent those of Thrivent Advisor Network or its affiliates. They are provided solely for information purposes and are not to be construed as solicitations or offers to buy or sell any products, securities or services. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Thrivent Advisor Network and its affiliates accept no liability for loss or damage of any kind arising from the use of this information.  

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