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Michael Hostick, II and Michael Charles have joined the firm from Oppenheimer & Co.
Rob Torrington has joined the firm’s Palm Beach Gardens, Fla., office.
Scott Voss has joined the firm to lead a local team of tax professionals at Mariner Consulting in Kansas City.
Betsy Moszeter has joined the firm as chief operating officer.
John DesPrez III previously served as CEO of John Hancock Financial Services.
Former FBI agent William Monks has joined the firm in Edison, N.J.
Colleen Murphy has joined the firm’s Western Florida sales team.
Sean Katof has joined the firm as a senior vice president and Peter Tamburrino as a RIA wholesaler.
Katherine Traver and Michael Gardner were most recently with RBC Wealth Management.
Former JP Morgan investment managers Shakil Riaz and Anthony Marzigliano have joined the firm.
Donor-advised funds can help facilitate the conversion of appreciated assets into tax-effective charitable contributions.
There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.
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