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.
Tag Archives | investment services
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 […]
Press Release: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois
WARRENVILLE, Ill., April 28, 2022 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent […]
Press Release: Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors
FRANKLIN, Tenn., April 18, 2022 (SEND2PRESS NEWSWIRE) — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern […]
Press Release: Southwestern Investment Group Celebrates 20th Anniversary
FRANKLIN, Tenn., March 16, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.
Press Release: Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation
COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.
Press Release: Fairport Wealth Announces 2022 Community Beacon Recipient
By Send2Press Newswire on February 15, 2022 in Awards and Honors, Business, CLEVELAND, Ohio, Finance, Press Releases
CLEVELAND, Ohio, Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech […]
Press Release: Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance
By Send2Press Newswire on February 15, 2022 in Business, Finance, NEW YORK CITY, N.Y., Press Releases
NEW YORK CITY, N.Y., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.’s $1.5 debt issuance.
Press Release: Jennifer Oliverio Takes Over Local Edward Jones Branch Office
PUEBLO, Colo., Feb. 8, 2022 (SEND2PRESS NEWSWIRE) — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.
Press Release: Galway Holdings Announces Formal Close of MAI Capital Management Deal
By Send2Press Newswire on October 1, 2021 in Business, Finance, Insurance, Mergers and Acquisitions, Press Releases, SAN FRANCISCO, Calif.
SAN FRANCISCO, Calif. and CLEVELAND, Ohio, Oct. 1, 2021 (SEND2PRESS NEWSWIRE) — Galway Holdings (“Galway”) today announced its investment in MAI Capital Management, LLC (“MAI”) has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.