by FA Staff
Michael Cabanas has joined the South Florida firm as EVP and head of wealth management.
by FA Staff
The Handler Investment Consulting Group has joined Raymond James in Beverly Hills, Calif.
by FA Staff
Jill Shipley will help develop strategies for communication, education and philanthropic giving.
by FA Staff
Mariner Holdings promotes William Greiner and adds Mark A. Caplinger.
by FA Staff
Switzer Cobb Wealth Partners has joined the firm in Spartanburg, S.C.
by FA Staff
Peter Jannetta will focus on growing the firm’s institutional and high-net-worth client base.
by FA Staff
Ryan Marcus has joined the firm in New York.
by FA Staff
Daniel Colluccio has joined the firm from TD Ameritrade.
by FA Staff
Melissa Bottolfson is promoted at Allianz Life Financial Services.
by FA Staff
Jeffrey Phillips has relocated to the firm’s Vero Beach, Fla., office as a principal.
by FA Staff
Barry Stern has joined the firm’s private client group in Westlake Village, Calif.
by FA Staff
Kevin Braine, Steven Bock and John Arvanitis have joined the firm's compliance practice.
by FA Staff
Matt Woehnker has been promoted after two years with the firm.
by FA Staff
Ernest McNeill Jr. has joined the firm from Fidelity.
by FA Staff
Two new registered representatives have joined Investor Securities, a branch of Securities America.
by FA Staff
Brouwer & Janachowski, a wealth management firm with more than $1 billion in AUM, has named a new COO.
by FA Staff
New advisor joins Georgia firm.
by FA Staff
Ziegler Wealth Management acquires new director.
by FA Staff
Daniel Sontag previously served as president of Merrill Lynch global wealth management unit.
by FA Staff
Rogers Norton Wealth Management Group recently joined the firm in Portland, Maine.
