06/29/2020
The firm takes a team-based approach, with each advisor relying on a committed support staff to help manage the operational aspects of client management so the advisors can spend more time working directly with clients.
06/23/2020
Morningstar selects leaders in three categories: Outstanding Portfolio Manager, Exemplary Stewardship, and Rising Talent. The winners will be featured on CNBC's "Power Lunch" program today and throughout the week.
06/23/2020
Thomas Buss and his associates will continue to operate from their current location under the direction of John Tournet, head of Gallagher's Southeast region employee benefit consulting and brokerage operations.