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Our Partners

LibertyFI, LLC


In partnership with WealthShield, the LibertyFi team works closely with small and midsized RIAs brought on by WealthShield to leverage Envestnet’s unified technology platform—ultimately helping WealthShield’s clients grow and evolve efficiently and effectively. In addition to Envestnet implementation and oversight, LibertyFi provides WealthShield with middle-office support consultancy designed to enhance productivity and strengthen the management processes. Key members of our LibertyFi support staff are listed below:

Trey Ruch

Chief Executive Officer
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Trey Ruch is the CEO of LibertyFi, LLC, working in partnership with WealthShield. As a key strategic partner, Trey and his team provide ongoing integrating, training and support surrounding Envestnet, the brand’s cutting-edge wealth management platform. Additionally, LibertyFi facilitates WealthShield’s middle-office support consultancy services, assisting clients to maximize productivity and build out their management processes efficiently and effectively. 

Prior tolaunching LibertyFi in May 2017, Trey was the Chairman, President & CEO of Sterne Agee, Inc., Sterne Agee Asset Management, Inc. and Sterne AgeeInvestment Advisor Services, Inc. for more than a decade. Here, he managed the operation and performance of the company’s trust, family office and registered investment advisory businesses. Additionally, Trey served on the Executive Management Committee and Board of Directors from 2005 to 2014. During his tenure, SAG revenue increased by more than 500% and led to the acquisition of Stifel Financial in 2015.

Beyond these roles, Trey has held executive and C-suite level roles at a number of top financial services firms including Wealth Management Services Group, Morgan Keegan Financial Services and Morgan Keegan Trust Company, Trust Company of Chattanooga, SunTrust Corporation and National Bank of Commerce in Memphis.

Alli Jordan

Chief Operating Officer
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Alli Jordan is the Chief Operating Officer of LibertyFi, LCC, a privately-owned wealth management platform that provides middle-office consulting and support. 

As the COO of LibertyFi, Alli is involved in all aspects of the company’s operations --and, now, she’s applying these skills and experiences to service WealthShield's clients and business partners. Through the companies’ unique partnership, Alli and her team bring targeted training, resources and consulting surrounding Envestnet, helping users get the most out of the platform and the opportunities that arise.  

Prior to launching LiberyFi in May 2017, Alli was a Business Consultant at Sterne Agee, working with small and midsized RIAs on all aspects of due diligence, portfolio development and proposal creation. Alli holds a B.S. in Business from theUniversity of Florida.

John Brooks

Senior Consultant
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John Brooks is a Senior Consultant in the Business Consulting Group, working with LibertyFi, LLC. As a Senior Consultant, John works hands-on with small and midsized Registered Investment Advisors (RIAs), onboarding, training and providing general consultation work across a broad range of disciplines. 

Prior tojoining the team, John spent five years at Sterne Agee, as an Investment Analyst in Corporate RIA. Here, his work centered on due diligence within the advisory product marketing group, working directly with financial advisors to place clients in the company’s proprietary programs. After 18 months in this role, John shifted to a business consulting position and began working with hybrid RIAs and RIAs within investment banking divisions, helping them gain efficiency in their systems and workflows. 

John is a graduate of the University of Alabama with a bachelor’s in Business.

 

Davis Priester

Senior Consultant
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Davis Priester is a Senior Consultant for LibertyFi, LLC in partnership with WealthShield. In this role, Davis services and supports clients and advisors, helping them maximize available resources including the Envestnet platform. Additionally, Davis serves as a critical link between advisors and the investment platform, driving due diligence, analysis and portfolio development. 

Prior to his role with LibertyFi, Davis was an Investment Analyst and, later, an Investment Specialist for Sterne Agee. In these roles, Davis collaborated with financial advisors to identify and leverage market trends in managed money, and he was the central subject matter expert for Envestnet technology. Additionally, Davis focused heavily on due diligence for SMAs and mutual funds, developing customized reports on market trends, portfolio proposals and inquired funds. While at Sterne Agee, Davis served on the SAAM Investment Committee which oversaw asset allocation, due diligence and investment decisions, as well as AdvisorLINK which connected advisors to central advisory programs. 

Davis is a graduate of University of Alabama, with a B.S. in Commerce & Business Administration, and a minor in Economics. He is actively involved in the Phoenix Club of Birmingham, benefitting the Boys & Girls Club of Central Alabama.