August 23, 2017 3:13 PM ET

Professional Services

Company Overview of 1st Global, Inc.

Company Overview

1st Global, Inc., a research and consulting company, provides education, technology, business-building framework, and client solutions to CPA, tax, and estate planning firms. It offers wealth management services, such as practice development, financial consulting, advanced case design, annuity and insurance planning support, and capital market services; technology services, including a secure online portal, form and tool wizards, insurance gear, advisor support center, financial operations review report, and streetscape that provides access to brokerage account information, as well as Morningstar Advisor Workstation, a Web-based investment planning platform; and marketing services, such as d...

12750 Merit Drive

Suite 1200

Dallas, TX 75251

United States

Founded in 1992





Key Executives for 1st Global, Inc.

Chairman of the Board and Chief Executive Officer
Chief Operating Officer and Executive Vice President
Chief Compliance Officer and Executive Vice President
Executive Vice President and Client Experience Officer
Compensation as of Fiscal Year 2017.

1st Global, Inc. Key Developments

1st Global Announces Executive Appointments

1st Global announced two new additions to its senior leadership team with the hire of Holly Peritz for the role of assistant vice president (AVP) of wealth platforms and the promotion of Ryan George to assistant vice president (AVP) of marketing and communications. Peritz is an accomplished executive with diverse financial services experience, providing intuitive strategic planning and management. Most recently, Peritz served as the executive vice president, associate director of retail and president for SWS Financial Services, the independent broker-dealer of Southwest Securities Inc.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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