PRESS RELEASE: MCF Advisors Expands Services with the Addition of New Team Members
Lexington, KY – MCF Advisors LLC (MCF) is proud to announce the addition of two new team members: Ramsey Steele E. Watson, Wealth Transfer Advisor; and Nicholas Glancy, Strategic Transaction Advisor.
Ramsey Watson will serve as Wealth Transfer Advisor, and her primary focus is providing strategic counsel to high-net-worth clients in designing their estate plan and planning for business-related interests, as well as clients undergoing the process of trust and estate administration. She obtained a Juris Doctor from the University of South Carolina School of Law in 2012 and has over 10 years of experience in estate planning, probate & trust administration, and asset protection. Ramsey is a licensed attorney in Kentucky, South Carolina, and Wyoming. Beyond serving her clients, Ramsey enjoys spending time with her family and serving within various community organizations.
Nicholas Glancy will serve as Strategic Transaction Advisor, with a focus on supporting investment advisors in communicating and consulting with clients about business transactions and business succession planning. Prior to MCF, he was in the private practice of law handling business transactions and succession planning. He is licensed to practice law in the Commonwealth of Kentucky. Outside of work, he enjoys reading, watching movies, and spending time at his church.
Ramsey and Nicholas’ experience will immediately benefit the individuals, businesses, and institutional clients that MCF serves.
Dave Harris, CEO of MCF Advisors says “I am excited about the addition of Ramsey Watson and Nick Glancy, two talented legal professionals who bring fresh perspectives and added specialization and experience to our team. I have known each for 25 years and believe that with Ramsey's skills in Estate & Charitable Planning and Estate Administration & Settlement, along with Nick's skills in Corporate Structuring, Mergers & Acquisitions, and Business Ownership Transitions, we are ready to deliver even greater value, innovation, and support to our valued clients."
With the addition of Ramsey and Nicholas, MCF further emphasizes its mission to provide comprehensive, holistic services to their clients. MCF looks forward to Ramsey and Nicholas’ continued impact and success within our team, and the outstanding client experiences they will provide.
About MCF
MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a SEC registered investment advisor, providing investment management and/or consulting services on over $3 billion of assets as of September 2024. For the past six years, MCF was named to Financial Advisor Magazine’s Top Registered Investment Advisers list1.
IMPORTANT DISCLOSURE INFORMATION
MCF Advisors, LLC (“MCF”) is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about the adviser can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. MCF may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. MCF is not a law firm and any reference to estate planning services is consultative in nature and should not be construed as legal advice. A copy of MCF’s current written disclosure statement and customer relationship summary (“Form CRS”) discussing our advisory services and fees continues to remain available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
1Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MCF by any of its clients. Financial Advisor Magazine’s Top Registered Investment Advisers rankings are based on prior year end discretionary and non-discretionary AUM reported on Form ADV. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of the prior year end. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. FA Magazine’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit the survey. Go to www.mcfadvisors.com/awardsandrecognition to learn more about our awards and rankings.