Ann Bruder was Resigned as Chief Legal, Development and Administration Officer at Avantax

Date of management change: January 26, 2023 

What Happened?

Dallas, -based Avantax Resigned Ann Bruder as Chief Legal, Development and Administration Officer

 

About the Company

Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.

 

About the Person

Ann Bruder is Chief Legal Officer at Sabre. Previously, Ann held various senior legal leadership roles in the industry.

 

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