The Winter Park, Florida-based wealth practice caters to retirees, business owners, and aerospace and defense industry execs.
The Pennsylvania-based private wealth team works with high-net-worth families, business owners, professionals and executives.
The advisors become managing directors at the firm’s headquarters.
Latest addition continues 2024 run of advisors joining the firm.
Redwood City, California-based Pettinelli Financial Partners offers comprehensive planning for multigenerational households.
Cetera is sharpening its focus on RIAs under CEO Mike Durbin.
The advisor, based in North Carolina, oversaw roughly $130 million in assets at Osaic.
The team was attracted to the boutique wealth management firm's 'family-like' culture.
California-based Greykasell Wealth Strategies provides planning services to high-net-worth individuals, families, and business owners.
Based in South Florida, the Behar-Nagel Group is the latest to join Raymond James’ employee advisor channel.
Victoria, Texas-based CoastPoint Financial adds $150 million in client assets to the broker-dealer giant’s network.
Based in South Carolina, the three-person holistic planning practice is joining a 4,000-strong network of advisors.
The seasoned advisor oversees more than $120 million in assets at his planning and investment practice in Rome, Georgia.
The seasoned advisor brings more than two decades of industry experience.
Washington team is the second practice to join the firm so far in 2024.
New Jersey-based boutique practice focused on affluent families leaves Merrill Lynch to join UBS.
New office is led by a 30-year veteran of the wealth management industry.
The wealth advisory team, which caters to high-net-worth clients, is the firm's fourth recruit this year.
Based in New Jersey, the Rosso Financial Group's members boast more than 80 years of combined industry experience.
Jon W. Zindel has more than 30 years of industry experience.
