WARRENVILLE, Ill., Feb. 1, 2023 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
Tag Archives | investment services
Press Release: Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022
By Send2Press Newswire on September 20, 2022 in Awards and Honors, Business, Finance, NEW YORK, N.Y., Press Releases
NEW YORK, N.Y., Sept. 20, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms […]
Press Release: Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado
PUEBLO, Colo., Sept. 19, 2022 (SEND2PRESS NEWSWIRE) — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that […]
Press Release: Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone
By Send2Press Newswire on September 9, 2022 in Business, DELRAY BEACH, Fla., Finance, Press Releases
DELRAY BEACH, Fla., Sept. 9, 2022 (SEND2PRESS NEWSWIRE) — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to […]
Press Release: DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
Press Release: Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs
COLORADO SPRINGS, Colo., July 11, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
Press Release: Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
Press Release: Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource
By Send2Press Newswire on June 28, 2022 in Business, Finance, New Locations and Growth, NEW YORK, N.Y., Press Releases
NEW YORK, N.Y., June 28, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm’s long-standing commitment to the market and provides a home base […]
Press Release: Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year
FRANKLIN, Tenn., June 27, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean’s 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean’s 2020 and 2021 lists.
Press Release: Blaylock Van Partners with Seaport Global to Expand Market Reach
By Send2Press Newswire on June 23, 2022 in Alliances and Partnerships, Business, Finance, NEW YORK CITY, N.Y., Press Releases
NEW YORK CITY, N.Y., June 23, 2022 (SEND2PRESS NEWSWIRE) — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased […]