Jennifer Marcontell, whose eight-person team managed $1.7 billion at Edward Jones in Baytown, Texas, has broken away and affiliated with the independent channel of Ameriprise Financial.
Marcontell had been with Edward Jones for 22 years.
Going forward, she and her team will operate as Marcontell Wealth Management.
The firm works with roughly 450 families who on average have assets of more than $4 million. Many clients are in the energy and chemical industry.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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