Transamerica has named Steve Chipman as president of Transamerica Financial Advisors, Inc. (TFA), according to a new statement by the parent company.
Chipman will report to Todd Buchanan, president of World Financial Group and senior vice president in Transamerica’s Individual Solutions division.
He will lead TFA’s teams of registered representative and investment advisor representative professionals who serve the investment needs of individuals throughout the U.S. He will continue to build TFA’s advisory teams who provide investment products and services to clients.
“Steve is a celebrated industry expert who is known for his strong client, advisor, partner, and employee relationships,” said Buchanan. “He persistently drives growth and top performance, and has the outstanding ability to understand and resolve emerging challenges. We are excited that Steve will empower and engage TFA’s teams as they advise our clients.”
Chipman brings over 25 years of advisory expertise to his new role at Transamerica Financial Advisors. He joins Transamerica from Cambridge Investment Group, Inc., and has previously served as president and CEO of investment brokerage and advisory firms, as well as in senior executive roles within large financial services organizations.
He was appointed to the FINRA Regulatory Advisory Council from 2013 to 2014 and was elected to the FINRA District One Committee from 2008 to 2012.
Chipman earned a bachelor’s degree in business administration from the University of Massachusetts, attended the Securities Industry Institute at the Wharton School of the University of Pennsylvania, and holds Series 7, 24, 63 and 65 securities registrations. He lives in the Phoenix area and has two children.
“Steve offers unparalleled credibility to initiate valuable partnerships and relationships, guide strategic direction, and anticipate new business opportunities,” said Jamie Ohl, president of Transamerica’s Individual Solutions division, which includes the Transamerica Financial Advisors organization. “He will be a tremendous asset to Transamerica as we continue our growth strategy in advisory services.”
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
