Independent financial advisor Scott “Scotty” McManus has joined the WealthSource Partners network in Cayucos, Calif., the company said in a news release.
McManus was formerly affiliated with Edward Jones, where he managed approximately $214 million in client assets.
McManus and his team provide financial planning, insurance planning, and investment management services to a clientele comprised of retirees, families, executives and business owners.
Headquartered in San Luis Obispo, Calif., WealthSource Partners has 17 offices nationwide and $1.6 billion in assets under management.