IN THE NEWS
The following article was first published on Benzinga.com
Bailey Financial Group Announces Strategic Merger with Oxford Harriman & Company
Buffalo, NY – September 29, 2023 —
Bailey Financial Group is pleased to announce its merger with Oxford Harriman & Company, a boutique wealth management firm with twenty locations in seven states. The addition of Bailey Financial Group adds offices in Buffalo and Syracuse, NY.
Mark Bailey started Bailey Financial Group in 2015 and was affiliated with Raymond James Financial Services prior to joining Oxford Harriman & Company. As part of the merger, Bailey has accepted the new managing partner role at Oxford Harriman. Bailey and his team bring more than 90 years of combined experience and knowledge to Oxford Harriman & Company.
In brief, Bailey expressed, “This merger represents our commitment to elevating client services, collaborating with a remarkable team of advisors and operational experts, and opening doors to fresh recruiting possibilities throughout the Northeast. Our clients hold great significance to us, and expanding the depth of our business is a means to better cater to their needs.”
“We couldn’t be more thrilled about the inclusion of Mark and his team within Oxford Harriman & Company,” stated Dennis Barba, CEO of Oxford Harriman & Company. “Mark’s presence enhances the already impressive pool of experience among our partners, surpassing 500 years in total.” Mark is an integral part of the Buffalo community and is involved with many charities in both Buffalo and Syracuse.
Kent Whitaker, President of Oxford Harriman, further praised Mark, saying, “Mark is a seasoned advisor who has cultivated a thriving business, maintains exceptionally strong client relationships, and is an active philanthropist in his community.” He added, “What truly excites us about Mark joining our firm isn’t solely his expertise and credentials as an advisor but the outstanding character that Mark embodies and how the addition of his team enhances the culture we are fostering at Oxford Harriman & Company.”
“Lastly, the new offices in Buffalo and Syracuse bolsters our strategic presence in the eastern United States.”
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About Wells Fargo Advisors Financial Network
For over a decade, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Co., founded in 1852, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what is right for clients. We chose to partner with Wells Fargo Advisors Financial Network because they offer a variety of resources available to our clients, including access to industry research, technology, and world-class products. Together, we are able to offer a full-service platform with comprehensive wealth management strategies, including access to lending services through Wells Fargo affiliates.
About Oxford Harriman & Company
Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the firm provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network (WFAFN), with offices in Cleveland OH, Chagrin Falls OH, Detroit MI, Manhattan NY, Newark NJ, Newport New VA, Astoria NY, Albany NY, Mentor OH, and Sarasota FL, Kinston NY, Rhinebeck NY, Buffalo NY, and Syracuse NY.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Oxford Harriman & Company is a separate entity from WFAFN. PM-03142025-5951991.1.1
