The newest additions to the firm's employee advisor arm will operate its inaugural location in the Big Apple.
The Tennessee-based firm led by a 36-year industry veteran helps extend Kingswood's presence in the Southern US.
The Louisiana-based RIA's latest addition, and industry veteran and female financial literacy champion, leads a distinguished seven-person team.
The group of professionals, including a father-son duo, come together in Traverse City after managing more than $500M at their former firm.
The 44-year veteran joining the firm's employee advisor channel joins after managing $112M at the wirehouse.
The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.
Bank of America Private Bank is boosting its ultra-high-net-worth presence in Atlanta, Georgia and the broader Southeastern region with its latest addition.
The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.
The five-person group operating in Montgomery County adds to the Texas-based wealth platform's 2024 expansion streak.
The experienced financial advisor is breaking away in Jacksonville after managing $210M at the wirehouse.
The trio of professionals joining Raymond James Financial Services in the mountain state come with experience from LPL and Zion Bank.
The advisor trio with more than six decades of combined experience has launched their own firm in Connecticut.
The firm's latest wealth management hire in the Pacific Northwest comes with 10 years of experience
The five-person group is led by three financial advisors from Morgan Stanley with more than half a century of collective experience.
The pair formerly with Truist Financial, including one best-in-state awardee, are expanding LPL's footprint in Florida as they seek more flexibility and control for their practice.
The Wall Street bank's latest additions to its independent advisor channel, FiNet, in Illinois bring more than 40 years of collective experience.
The latest hires catering to business owners and family offices are joining its independent employee division, Raymond James Advisor Select, in Mississipi.
The two elite advisors, including a 30-year industry veteran, extend the firm's reach in Illinois and North Carolina.
The veteran with nearly three decades of experience will lead the Arizona-based firm's newly established family office division.
The five-advisor group based in Santa Rosa, California operates a full-service ensemble practice with tax, retirement, estate planning, and other high-net-worth services.
