JUNE 26, 2024
Trinity Benefit Advisors Rebrands as The Baldwin Group
Trinity Benefit Advisors, A Baldwin Risk Partner, Unifies with Parent Firm’s Brand to Reflect Continued Growth and Expanded Capabilities
KNOXVILLE, TN – June 26, 2024 – Trinity Benefit Advisors, a Baldwin Risk Partner, announced today that it will rebrand to The Baldwin Group.
“Since becoming a Baldwin Risk Partner in 2020, Trinity Benefit Advisors has been able to enhance our existing client relationships, attract new clients and extend our impact beyond Tennessee by leveraging innovative solutions and capabilities from recognized risk management and insurance experts that comprise The Baldwin Group,” said Chris Poynter, Managing Partner of Trinity Benefit Advisors.
Poynter emphasized, “As a full-service Employee Benefits Consulting and Commercial Risk firm, our clients have been front and center in how we do business as we relentlessly seek the best, bespoke solutions for them so they can pursue what’s possible for themselves, their families and businesses. Even as we transition to a new brand name, our focus on clients and servicing them with the industry’s best advisor and client teams remains steadfast.”
Now as The Baldwin Group, Trinity Benefit Advisors will continue to provide innovative solutions, deep expertise and excellent service to clients while leveraging the full suite of risk management, insurance, employee benefits, and wealth management services from the network of nearly 40 regional brands across the country which will also be transitioning to The Baldwin Group in the coming year.
As part of the rebranding efforts, Trinity Benefits Advisors will migrate its insights, resources and client portals to the firm’s new website www.baldwin.com.
ABOUT TRINITY BENEFIT ADVISORS, A BALDWIN RISK PARTNER
Baldwin Krystyn Sherman Partners, LLC (renamed The Baldwin Group Southeast, LLC as of June 26, 2024) d/b/a Trinity Benefit Advisors (“Trinity Benefits Advisors”) was founded in 2006 and is one of the largest independent full-service Employee Benefits Consulting and Commercial Risk brokerage firms with experts ready to work on the unique challenges that businesses face. In 2017, it joined with Russ Blakely and Associates to form the largest independent benefits advisory firm in East Tennessee. As the businesses continued to grow, in June 2020, they became A Baldwin Risk Partner and expanded offerings and geographic reach to serve clients across Tennessee and nationally.
ABOUT THE BALDWIN GROUP
The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) and its affiliates (collectively, “Baldwin”), is an independent insurance distribution firm providing indispensable expertise and insights that strive to give our Clients the confidence to pursue their purpose, passion and dreams. As a team of dedicated entrepreneurs and insurance professionals, we have come together to help protect the possible for our Clients. We do this by delivering bespoke Client solutions, services, and innovation through our comprehensive and tailored approach to risk management, insurance, and employee benefits. We support our Clients, Colleagues, Insurance Company Partners, and communities through the deployment of vanguard resources and capital to drive our organic and inorganic growth. The Baldwin Group proudly represents more than two million Clients across the United States and internationally. For more information, please visit https://baldwin.com/.
NOTE REGARDING FORWARD-LOOKING STATEMENTS
This press release may contain various “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, which represent Baldwin’s expectations or beliefs concerning future events. Forward-looking statements are statements other than historical facts and may include statements that address Baldwin’s future operating, financial or business performance or Baldwin’s strategies or expectations. In some cases, you can identify these statements by forward-looking words such as “may,” “might,” “will,” “should,” “expects,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “projects,” “potential,” “outlook” or “continue,” or the negative of these terms or other comparable terminology. Forward-looking statements are based on management’s current expectations and beliefs and involve significant risks and uncertainties that could cause actual results, developments and business decisions to differ materially from those contemplated by these statements.
Factors that could cause actual results or performance to differ from the expectations expressed or implied in such forward-looking statements include, but are not limited to, those described under the caption “Risk Factors” in Baldwin’s Annual Report on Form 10-K for the year ended December 31, 2023 and in Baldwin’s other filings with the U.S. Securities and Exchange Commission (the “SEC”), which are available free of charge on the SEC’s website at: www.sec.gov, including those risks and other factors relevant to Baldwin’s business, financial condition and results of operations. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated. All forward-looking statements and all subsequent written and oral forward-looking statements attributable to Baldwin or to persons acting on Baldwin’s behalf are expressly qualified in their entirety by reference to these risks and uncertainties. You should not place undue reliance on forward-looking statements. Forward-looking statements speak only as of the date they are made, and Baldwin does not undertake any obligation to update them in light of new information, future developments or otherwise, except as may be required under applicable law.
CONTACTS:
ENTERPRISE MEDIA RELATIONS
Anna Rozenich, Senior Director, Enterprise Communications
The Baldwin Group 630.561.5907 | Anna.rozenich@baldwin.com
INVESTOR RELATIONS
Bonnie Bishop, Executive Director, Investor Relations
The Baldwin Group
(813) 259-8032|IR@baldwin.com