Kevin Stophel has established his own independent wealth management firm, KumQuat LLC, which is based in Chattanooga, Tenn. Stophel most recently served as vice president at Merrill Lynch Investment Managers. Joining him at KumQuat is former Merrill Lynch advisor Matthew McCoy. McCoy has over 7 years of experience in the financial services industry and is a senior financial planner. Stophel and McCoy managed approximately $90 million while at Merrill Lynch. Back office support and advisory services will be provided by CONCERT Wealth Management.
CONCERT Wealth Management serves independent financial advisors and provides business consulting services such as cost and efficiency analysis and cash management.
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