Charles Mintz, Timothy Gray and Wren Mintz, who managed $500 million at Truist Investment Services in Wilmington, North Carolina, have moved to the employee unit of Raymond James.
Joining them are associates Emily Harvey and Ellen Heckert.
Charles Mintz began his career in 1981 with Wheat, First Securities and later co-founded Fox, Graham & Mintz Securities, which was acquired by Scott & Stringfellow in 1990. The firm was a predecessor of Truist.
Gray began his financial career in 2005 as a private banker at Wachovia Bank and Wachovia Securities. He joined a Truist predecessor, BB&T Wealth, in 2010, and began partnering with Charles Mintz in 2013.
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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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