Billy Hopkins has always defied expectations.
What he’s learned through 25 years running a B-D is the importance of a great team. Same with basketball. You need a few breaks along the way to be successful, but success in financial service takes a great team.
“I absolutely could not have taken Silver Oak this far without the partnership with my CFO Chip Allen, the great work of early employees, and the tremendous next-gen Silver Oak team member in our Knoxville office,” Billy says. “All of our employees embody the spirit of entrepreneurship, service and humility. Now we can think about 5X even 10X. It’s truly amazing to see this seed we planted 25 years ago growing into a seasoned business.”
…A seasoned business that has grown into one of the fastest-growing independent broker-dealers in the nation.
As we celebrate our 25th anniversary, we’re taking a look back at the exciting, inspirational, and some might even say crazy journey from registering as an IBD in 1999 to forming an RIA in 2010 to continuing to relentlessly support the independent financial professional in 2024.
In his latest article, Billy takes a look back at the vision that catalyzed Silver Oak into existence: A place where financial advisors could take advantage of the freedom and flexibility of independence without sacrificing the resources they need to grow.
Silver Oak weathered the dot com bubble burst and the subsequent Great Recession of 2008 as a nimble, agile firm operating with a client- and advisor-first mindset – one that continues to drive our success today.
Now, in 2024, we stand shoulder-to-shoulder with industry giants as the disruptors committed to fostering a spirit of independence in support of our exceptional financial professionals and the clients they serve.
