Our Legacy Circle

Advisors who entrusted their life’s work to Premier

Team members who shaped our culture

Founders whose vision started it all

Real stories from financial professionals who chose independence and never looked back.

Premier Network was built by people, by their ideas, their effort, their courage, and the relationships they nurtured along the way.

The Legacy Circle recognizes those who helped build this community.

It’s a reminder of what makes Premier special: people who believed in independence, service, and each other.

PREMIER’S FOUNDER

Bob Pugliese

Co-Founder

A visionary who built a place where true independence could flourish with meaningful support, Robert Pugliese founded Premier Wealth Management^® in 1999 after already spending decades in the financial services industry. From the start, he cultivated a culture grounded in advisor autonomy, collaboration, and long-term success, earning Premier a spot among Cambridge’s top Enterprise Groups for 19 consecutive years. His leadership, passion, and guiding spirit remain central to Premier’s enduring legacy.

FORMER STAFF WHO MADE

A Lasting Impact

Recognizing team members whose dedication and character elevated the advisor and client experience. Though they’ve stepped into retirement, their impact still echoes through Premier. These individuals shaped our culture, strengthened our community, and set standards of service and integrity that continue to guide us today. They may no longer be in the office, but they’ll always be part of the Premier family.

Richard Esoldo

Shirley Thornton

Max ElTawil

Ray Kelley

Marti Hopler

Doug Camp

Jeff Trugman

celebrate the legacy of our

Retired Advisors

We’re proud to recognize these retired Premier advisors whose leadership, loyalty, and heart helped shape the foundation we stand on today. Their influence still echoes through our network, and we’re honored to celebrate the legacy they’ve left with us.

“Your legacy is every life you’ve touched along the way.”

In Memoriam

We remember and honor the Premier advisors who have passed on, yet left an enduring mark on our network. Their wisdom, generosity, and spirit continue to guide us, and their legacy remains woven into the fabric of Premier.

Jim Heisler

Joan Zaleski

Want to see how our story fits into yours?

Let’s explore your next chapter together.

Start Your Path to Supported Independence

Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Premier Network are not affiliated. This communication is strictly intended for individuals residing in all 50 states, DC, PR, and VI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Premier Network makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Premier Network