Persium Group Names Warren Yancey as Head of Marketing to Drive Strategic Growth and Brand Expansion
Persium Group, a premier advisory firm recognized for its innovative work in wealth management, business exit planning, and retirement plan consulting, has officially announced the appointment of Warren Yancey as its new Head of Marketing. This strategic leadership hire signals the firm’s commitment to scaling its brand presence, deepening client engagement, and enhancing its market footprint as it continues to experience accelerated growth.
In his new role, Yancey will be tasked with overseeing the development and implementation of Persium Group’s comprehensive marketing strategy. His remit includes amplifying the firm’s brand voice across multiple channels, optimizing its digital presence, and crafting integrated marketing initiatives that resonate with Persium’s diverse clientele, including business owners, corporate executives, and retirement plan sponsors.
A Strategic Appointment in a Period of Expansion
The announcement comes at a pivotal moment for Persium Group, which has been steadily gaining national recognition for its ability to deliver sophisticated financial solutions tailored to the unique needs of high-net-worth individuals and closely held businesses. As the firm sharpens its focus on expanding both its service offerings and client base, leadership recognized the importance of investing in a seasoned marketing executive who could articulate Persium’s value proposition in a crowded and evolving marketplace.
“Warren’s appointment is a natural next step in our growth strategy,” said Stephen Griner, CEO of Persium Group. “As we expand our advisory footprint and deepen our specialization in areas like succession planning and retirement plan consulting, we need a marketing leader who can translate our vision into impactful client engagement. Warren’s proven track record, strategic mindset, and passion for the industry make him an exceptional fit for our team.”
Griner emphasized that Persium’s commitment to building lasting relationships with its clients relies on a strong marketing foundation—one that balances credibility, clarity, and empathy. “We’ve always believed that marketing should do more than promote services—it should educate, empower, and connect. Warren understands this deeply.”
A Veteran of Financial Services Marketing
Yancey brings more than a decade of hands-on marketing experience within the financial services sector, having built a reputation for delivering scalable, performance-driven marketing strategies in both boutique and enterprise environments.
He began his professional journey at Milner Financial, a Georgia-based brokerage general agency with a long-standing reputation in the insurance and financial planning industry. At Milner, Yancey quickly distinguished himself as a rising talent, eventually serving as Marketing Director. There, he led digital campaigns, orchestrated brand initiatives, and worked closely with advisors to design client-centric communication strategies.
In his most recent role, Yancey served as Director of Channel Marketing at Transamerica, one of the most prominent financial services companies in the U.S. In this capacity, he was responsible for leading the marketing efforts supporting Transamerica’s vast agency distribution network. The network consisted of more than 85,000 independent agents and financial advisors nationwide, and Yancey was instrumental in designing marketing programs that aligned with the needs of this diverse ecosystem.
His work at Transamerica involved close collaboration with business development teams, training departments, and C-suite executives to ensure that marketing was not only aligned with corporate goals but also tailored to the evolving needs of financial professionals operating in a highly competitive and regulated environment.
“I’m honored to join Persium Group during such an exciting phase of its journey,” said Yancey. “This is a firm with a deep commitment to delivering value for clients—whether it’s helping a business owner plan a successful exit or structuring a retirement plan that drives better outcomes for employees. I see tremendous potential to amplify the brand’s impact and build meaningful engagement with clients and partners.”
A Vision for Client-Centric Marketing
Yancey’s approach to marketing is rooted in a commitment to authenticity, education, and results. At Persium Group, he plans to focus on initiatives that reflect the firm’s consultative ethos—content that informs, tools that empower, and messaging that builds trust across all client interactions.
In the short term, Yancey will prioritize building out Persium’s digital marketing capabilities, including expanding its presence across online platforms and enhancing lead generation through data-driven campaigns. He also plans to invest in thought leadership programs—partnering with Persium’s advisors to publish insights on topics ranging from business succession planning to fiduciary oversight for retirement plan sponsors.
Beyond digital, Yancey is expected to play a key role in guiding the firm’s public relations efforts and overseeing branding for new service offerings and market entries. Persium Group is rumored to be exploring expansion into new regional markets and broadening its retirement plan consulting services to mid-sized enterprises—a move that would require strategic brand positioning and tailored messaging.
“Our marketing strategy will be centered on one core idea: empowering clients with knowledge,” said Yancey. “Today’s financial landscape is more complex than ever, and people are looking for firms that can cut through the noise with clarity and credibility. Persium is that kind of firm. We want to ensure our messaging reflects that commitment every step of the way.”
Academic Credentials and Industry Perspective
Yancey holds both a Bachelor of Arts and a Master of Business Administration (MBA) from the University of Georgia—an institution widely recognized for its strong business and communications programs. His academic background, combined with years of practical experience, equips him with a unique blend of analytical rigor and creative insight.
His colleagues often describe him as collaborative, data-savvy, and purpose-driven—a marketer who sees beyond traditional campaigns to the deeper impact that financial guidance can have on people’s lives.
“Marketing in financial services is not just about selling products; it’s about helping people make informed decisions that shape their futures,” Yancey said. “I’ve always believed that great marketing starts with listening—understanding what matters most to clients, and then delivering messages and tools that help them succeed.”
