Apollon Wealth Management, LLC

After exiting his fintech startup, Ryan Shanks joined us as Chief Growth Officer with a renewed perspective on growth and alignment. His story, featured in Citywire RIA, reflects what advisors should evaluate before making a transition, starting with culture and control. #advisortransitions #growthstrategy #ApollonWM #RIA https://loom.ly/gc8jkbs

With markets fluctuating, Michael Green, Wealth Management Advisor, joined FOX 24 Charleston with Leyla G. to discuss how investors can stay level-headed during the current market volatility. “If you're fifteen to twenty years from retirement…thirty years from now this will really look like just another little blip on the graph,” he said. He also discussed long-term planning and the advisor’s role in helping clients stay focused. Watch here: https://loom.ly/N3afEYE #investing #retirementplanning #diversification #financialadvice

Despite market uncertainty, Eric Sterner, CFA, CAIA, CIPM, FRM remains optimistic. Speaking with Bloomberg Daybreak Asia with Doug Krizner, he explained his perspective on economic risks. "In any given year, the chances of a recession are 15%, and I would say right now, based upon the high uncertainty with policy, that’s not my base case. Corporate profits are strong, unemployment is near historic lows, and the consumer is holding up." Strong fundamentals still support growth. Investors are watching the Fed, trade policies, and business sentiment, but the data doesn't yet signal a recession. Listen here: https://loom.ly/4hXYZBY #recession #marketoutlook #interestrates #tradepolicy

Excited to see Heather Kelly, CLU, ChFC, RHU, HIA, MHP's new venture get off the ground with the help of Merchant and Apollon Wealth Management, LLC. She's a class act!

Apollon Wealth Management Expands to New York with Acquisition of C.J. Lawrence https://lnkd.in/g2W3MsE4 Your go-to for local business news. Follow citybiz Apollon Wealth Management, LLC, Michael Dolberg, Bernhard Koepp, Damian Lo Basso, Ryan Wibberley, Michael Fein, David Haggard CFA®,CFP®, Eric Sterner, CFA, CAIA, CIPM, FRM, Nahal Kermani, Robert Ruelle CLU,ChFC,CASL,MSFS,RICP,AEP,RHU,REBC, FLMI, Ryan Shanks, Dave Smith, Frank Cappadora, Bernhard Koepp, Sophia Drager, Tyler Smith, Jill Guess, CAIA®, Robert Wolfe, CFP®,, Kortney Holtzhower, Dawn Campbell, Chanice La Touche, PMP, Robert Gorman CFP®, MSFS®, AEP®, C.J. Lawrence, Terry Gardner, Carlos Zavala

“This was a perfect combination of right management…markets, people, culture and business that we could get behind.” Ryan Shanks shared with Christopher Williams at Financial Advisor Magazine while discussing the “great chemistry” with our newest team of advisors in New York City. We’re eager to combine C.J. Lawrence 160-year-old legacy and talented team with our service offerings and comprehensive, client-centric model. Read more below to see where we’re looking to expand next! https://loom.ly/8oh7_JI #RIA #wealthmanagement #financialadvisors #NewYorkCity #investmentmanagement #acquisition

We’re excited to share that C.J. Lawrence is now part of Apollon Wealth Management, LLC! This marks a new chapter for our firm, expanding our capabilities while maintaining the investment expertise and personalized service that have defined us since 1864. As part of Apollon, we look forward to continuing to serve our clients with a strong foundation and enhanced resources. Read more about this exciting milestone: https://lnkd.in/guSxBWnA

Swinging into Employee Appreciation Day! ⛳ Our Charleston team hit the greens at Topgolf for a night of fun, laughter, and friendly competition. At Apollon, we’re grateful for our incredible team and the dedication they bring every day. Cheers to the people who make it all happen! #ApollonWealth #EmployeeAppreciation #TeamApollon

We appreciate the coverage from AdvisorHub on our expansion into New York with the acquisition of C.J. Lawrence. In his latest article, Chad Petie explores how this move strengthens our investment expertise and enhances our service offerings. Read the full article here: https://lnkd.in/eXWFC6wg #finance #financialadvisors #markets #investing

This months' Employee Spotlight features Amanda R.. Amanda is a Client Service Associate and works remotely from her hometown of Eagle River, Alaska. Amanda published Breaking the Bubble Line in 2024 to inspire women in the sport. She volunteers with organizations promoting inclusivity in fly fishing and plans to continue her advocacy through book signings and community efforts in 2025. #employeespotlight #csa #apollon