The Business Development Board of Palm Beach County (BDB) is pleased to announce that Concorde Investment Services, a Michigan-based independent broker-dealer and registered investment advisor serving financial advisors nationwide, is relocating its corporate headquarters to Boca Raton. The firm will occupy 9,000 square feet of office space at 301 Yamato Road and plans to create 30 new jobs with an average annual wage of $89,095.
Concorde Investment Services serves as the headquarters for a national leading independent broker-dealer, registered investment advisor (RIA) and insurance firm. The firm’s parent company, Concorde Holdings, serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress. The new Boca Raton headquarters will support the company’s continued national growth and expanded operations.
The Business Development Board worked closely with the City of Boca Raton to secure the $90,000 incentive in support of the company’s relocation and job creation. The BDB also assisted Concorde with key connections throughout the local business community.
“We are excited to establish our corporate headquarters in Boca Raton at a pivotal time in Concorde’s growth,” said Danielle Delongchamp, president and chief executive officer of Concorde. “As our business continues to expand, South Florida offers the connectivity, financial ecosystem and access to talent that will support our next chapter. We are grateful to the Business Development Board and the City of Boca Raton for their partnership and look forward to contributing to the region’s dynamic financial services community while creating meaningful career opportunities.”
“Boca Raton is excited to add yet another corporate headquarters and proud to welcome Concorde Investment Services as they expand their operations and success to our innovative business climate where they will enjoy our exceptional talent pool, low taxes, and unparalleled quality of life,” said Mayor Scott Singer, City of Boca Raton.
“Wall Street South has firmly established the Palm Beaches as a leading hub for financial services and corporate headquarters,” said Kelly Smallridge, President and CEO of the Business Development Board of Palm Beach County. “Firms are choosing this market because of our welcoming business climate, deep and expanding pool of skilled financial talent, and an unmatched quality of life that helps companies recruit and retain top professionals. We are pleased to welcome Concorde Investment Services to Boca Raton, where they will be in excellent company among more than 250 financial firms that have already made the move to Palm Beach County.”