M&A
Advantage Monetary Advisors
The Georgia-based monetary recommendation agency has acquired Ceponis Monetary Group and Brook Wealth Administration for an undisclosed sum.
The offers add two places of work and develop Advantage’s present presence in Fairfield County, Connecticut.
Led by managing member Christopher Ceponis, CFG specialises in retirement, funding, tax, academic, enterprise, govt compensation, long-term care, and insurance coverage planning for shoppers. The agency has an workplace in Ridgefield, Connecticut and roughly $174m (£150.5m, €174.2m) in consumer property.
BWM companion Daryl LePage and his group concentrate on wealth constructing, retirement and property planning, danger administration, and tax planning. The agency is positioned in Rocky Hill, Connecticut and has roughly $103m in consumer property.
Ceponis and LePage will each be wealth managers at Advantage and will probably be joined by their groups.
Buckingham Strategic Wealth
The Focus Monetary companion agency has purchased Dental Wealth Advisors for an undisclosed sum.
Dental Wealth Advisors is a wealth administration agency which predominantly serves the monetary wants of dentists and different personnel of dental practices throughout and after their apply careers.
Hightower
The wealth agency has made a strategic funding in Highland Non-public Wealth Administration for an undisclosed sum.
Based in 1999, Highland offers wealth counselling, funding administration and monetary planning companies to executives, professionals, enterprise homeowners, wealth beneficiaries and excessive internet price households.
Folks strikes
Janney Montgomery Scott
The wealth administration agency has named Kevin Reed as head of its personal consumer group.
He’ll succeed Jerry Lombard, who will retire on the finish of 2022 after 18 years of main Janney’s personal consumer group.
Reed at present serves as head of wealth administration.
GYL Monetary Synergies
The recommendation agency has appointed Joshua Brier as chief working officer.
Previous to becoming a member of GYL, Brier labored with GFA Federal Credit score Union as president and chief govt.
Snowden Lane Companions
The wealth agency has employed Jackie Inexperienced has joined as senior companion and managing director.
She’s going to type The Inexperienced Group primarily based in New York Metropolis.
Previous to Snowden Lane, Inexperienced served as managing director and senior adviser at Fieldpoint Non-public.
Crestwood Advisors
The Boston-based boutique funding advisory and wealth administration agency has employed Alexandra Blake as a director and wealth adviser and Jason Hendricks as a portfolio supervisor.
Blake was beforehand a director at Subsequent Capital Administration and Hendricks was beforehand a senior portfolio supervisor.
Raymond James
Monetary advisers Samuel Bates, Darin Frandsen and Adam Fluckiger have joined the agency in Saint George, Utah.
Collectively the advisers type North Rim Monetary Group and are joined by consumer service managers Sara Bingham, Tabatha Ghramm, Michele Platt and Sheri Hamilton.
They beforehand managed greater than $250m in consumer property at Edward Jones.
In different information, Raymond James has employed monetary adviser Amy Bush in Ingram, Texas.
As Sage Funding Recommendation, Bush and consumer service affiliate Wendy Mieske present monetary companies to a variety of shoppers together with enterprise homeowners, households, girls buyers, pre-retirees and retirees.
Beforehand, Bush managed roughly $130m in consumer property at Edward Jones.
RBC Wealth Administration
The wealth supervisor has employed the Coatoam Wealth Administration Group from Merrill Lynch.
The group contains:
- Brian Coatoam, managing director and monetary adviser;
- Derek Grimm, senior vice chairman and monetary adviser;
- Ryan Plank, first vice chairman and monetary adviser;
- Andrew Lyon, affiliate monetary adviser;
- Robin Lane, senior funding affiliate; and
- Morgan Metcalf, senior registered consumer affiliate.
