Credent Wealth Management Lands Two New Advisor Firms
April 25, 2024 09:00 ET | Credent Wealth Management
Two independent RIA's join Credent Wealth Management's partnership model and capitalize on exponential growth with a seamless transition.
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Stephen Skokos Named as Top Next-Gen Wealth Advisor for Second Consecutive Year
December 19, 2023 19:27 ET | Mountain America Credit Union
SANDY, Utah, Dec. 19, 2023 (GLOBE NEWSWIRE) -- Mountain America Investment Services announced today that Stephen Skokos has been selected as one of Forbes “Top Next-Gen Wealth Advisors” in Utah for...
Mike Pepin
Credent Wealth Management announces 2 new merger deals
March 22, 2023 08:30 ET | Credent Wealth Management
Auburn, Ind., March 22, 2023 (GLOBE NEWSWIRE) -- Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners to join the...
Truxton Trust Names Daniel Bellet as Vice President
January 06, 2023 13:14 ET | Truxton Trust Company
NASHVILLE, Tenn., Jan. 06, 2023 (GLOBE NEWSWIRE) -- Truxton has promoted Daniel Bellet, CFP®, CPFA®, to the role of Wealth Advisor and will have the officer title of Vice President. “Daniel cares...
Financial Harvest Wealth Advisors Announces the Addition of Alex Swanson, Operations Specialist
October 06, 2022 08:00 ET | Financial Harvest Wealth Advisors
WINTER PARK, Fla., Oct. 06, 2022 (GLOBE NEWSWIRE) -- Financial Harvest Wealth Advisors, a trusted provider of financial planning and wealth advisory services in Central Florida since 2002, announces...
Micah Kelley
The Kelley Financial Group Partner Named as a Forbes Best-In-State Wealth Advisor for 2022 in Pennsylvania
May 18, 2022 20:19 ET | The Kelley Financial Group
Sewickley, Pennsylvania, May 18, 2022 (GLOBE NEWSWIRE) -- The Kelley Financial Group is excited to announce that Forbes named Micah Kelley a Best-In-State Wealth Advisor for 2022 in Pennsylvania. ...
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Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
April 18, 2022 09:00 ET | Magnus Financial Group LLC
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...
Enhanced Profiles Drive Firms to The Wealth Advisor's New Model Portfolio Selection Guide
Enhanced Profiles Drive BlackRock, Invesco and Boutique Managers to The Wealth Advisor's New Model Portfolio Selection Guide
October 22, 2021 14:03 ET | The Wealth Advisor
SANTA MONICA, Calif., Oct. 22, 2021 (GLOBE NEWSWIRE) -- The Wealth Advisor, a Marina Media LLC publication, today announced the upcoming launch of the first Model Portfolio & SMA Strategists:...
FOX Announces Baker Tilly as New Member of Industry-Leading Thought Leader Council
August 19, 2021 17:40 ET | Family Office Exchange LLC
CHICAGO, Aug. 19, 2021 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the industry-leading membership organization servicing multi-generational families, family office executives, and trusted...
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The Cortale Group Gives Back During The Coronavirus Pandemic
May 25, 2020 08:00 ET | The Cortale Group at LPL Financial
WASHINGTON, May 25, 2020 (GLOBE NEWSWIRE) -- With the continued uncertainty surrounding the Covid-19 pandemic, John Cortale, Senior Vice President and Wealth Advisor of the Cortale Group at LPL...