March 27, 2024
Raymond James has added financial advisor Lynette Ancona, who was previously affiliated with Charles Schwab. She brings over $750 million in assets and will operate as Ancona Wealth Management of...
March 27, 2024
Seventy2 Capital, within Wells Fargo, has welcomed its largest team from Wells Fargo’s Wealth Brokerage Services. The team, based in Red Bank, New Jersey, manages approximately $1 billion in assets....
March 26, 2024
Raymond James has added Martin Lutschaunig, a former financial advisor at Janney Montgomery Scott. At Janney, he managed approximately $265 million in assets. Operating from Yardley, Pennsylvania,...
March 26, 2024
LPL has welcomed a sibling trio team from Merrill Lynch. Through the transition the advisors have launched new independent practice, Grafton Wealth Advisors, formerly known as Grafton Wealth...
March 25, 2024
Rockefeller Capital Management has welcomed a group of advisors previously with J.P. Morgan Securities, originally from First Republic. The crew, known as Pollock Salah Wealth Partners, manages...
March 25, 2024
Marvin Rauchbach and his daughter, Leigh Ritchey, have transitioned from Valic Financial Advisors to join Osaic. Operating as Kings Mill Wealth Advisors, they are now based in Chapel Hill, North...
March 22, 2024
Journey Strategic Wealth has acquired a father-daughter duo of financial advisors, Kerry Meath-Sinkin and Robert Meath, from Carson Wealth. The newly joined Meath Wealth Advisors will be establishing...
March 22, 2024
Raymond James has recruited a team of financial advisors from UBS, who collectively managed over $300 million in assets. The advisors, based in Irvine, California, include Steven Hocking, Jennifer...
