03/13/2025
The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.
03/12/2025
She provides personalized planning-based services and investment advisory solutions for addressing the full life cycle of a family’s wealth management needs.
03/12/2025
Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.
03/12/2025
National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.
03/12/2025
Reddaway and his team specialize in customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses.
03/12/2025
Their leadership, insight, and passion for excellence have made a lasting impact, and we have every confidence that they will continue to elevate the level of service and strategic guidance we provide.
03/10/2025
Tims primary objective is safeguarding his clients' assets, mitigating risk while leveraging his 15 years of experience.
03/10/2025
Ms. Kowal will collaborate with clients and advisory teams to provide sophisticated income tax planning strategies
03/10/2025
FNEX Wealth enables advisors to strengthen client relationships and provide institutional-caliber family office services.
03/07/2025
Mouser will manage the continued growth and development of Verdence’s financial planning services
03/07/2025
Brazzel transferred to Avantax from Allstate Financial Services, LLC
03/06/2025
Lauren and Dave are co-founders of Team Fischer Financial.
03/06/2025
He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.
03/06/2025
The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.
03/06/2025
Noone holds specific experience in the lending sector
03/06/2025
He was promoted through the ranks of underwriting, origination, and relationship management to acting department deputy, assisting in the maintenance of a $33+ billion CRE loan portfolio
03/05/2025
Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
03/05/2025
Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.
03/05/2025
The addition of Ms. Ball brings the total number of Hanmi Board directors to eleven.
03/04/2025
He currently serves as a Non-Executive Director on the Lockton Re International LLP Board and as Chairman of the Lockton Re Audit, Risk, and Compliance Committee.