Executive Search Firm TPI Search Team
Mitch Vigeveno – President & CEO
Mitch Vigeveno is the founder of Turning Point, Inc. and has more than 25 years of experience in the financial services industry. Mitch has experience on both the insurance and securities sides of the business. He has been a life insurance agent and built a general agency for a mutual insurance company. Mitch has been a regional vice president for a company providing support services and products to broker-dealers. Prior to founding Turning Point, Inc. he was vice president of branch development for a division of Raymond James Financial.
Mitch received his BA degree from Brown University and holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Mitch has been active as an officer, director, and member of the Tampa Bay Chapter of the Financial Planning Association (FPA) since 1984. Mitch is frequently interviewed and quoted in a variety of industry periodicals such as Registered Representative, On Wall Street, Investment Advisor & Investment News.
Mitch has completed executive search assignments for virtually every kind of a executive position in the broker-dealer and Registered Investment Advisor (RIA) arena and, additionally, has helped hundreds of financial advisors to find a broker dealer or RIA that met their needs and those of their clients.
Recently, Mitch has had success helping senior advisors with finding younger partners and associates to take over their practices as they exit.
Debra Grier – Vice President
Deb Grier is the newest member of the Turning Point team and brings with her more than 23 years of industry experience. She also holds Series 7 & 63 securities licenses.
Deb started in the business in 1990 as a broker with Paine Webber, and then joined Securities America in 1994 launching her 20+ year recruiting career. This included being a 1st Vice President with Securities America and Vice President with QA3 Financial Corp. Over the course of her time in the industry she has recruited millions of dollars of revenue and close to 1000 advisors for the firms she has represented.
Deb’s expertise lies in several areas:
1) Helping advisors affiliate with the right broker dealer, investment advisor or other financial institution. She really takes the time to understand their goals, needs, and objectives and knows the market.
2) Working on focused projects with broker dealers, RIAs and other firms to help them grow through affiliation or acquisition
3) Helping older advisors to find suitable successors for their practices and
4) Working on selected executive search projects to help client firms grow and prosper.
Deb grew up in the Midwest and resides in Omaha, NE. She has 2 children with the youngest being a junior in college. Her free time is spent enjoying friends and family and the never ending quest for the perfect diet and workout regime!! And last, but not least – her love of music!