Concurrent bolsters Arizona presence with new independent practice
Left to right: Jeff Breese and Brent Mekosh, managing partners at The Wealth Stewards.
With a complex merger deal culminating in a $500M book of assets, the hybrid RIA welcomes three ex-Raymond James advisors.
Concurrent Investment Advisors has established a new foothold in the Sun Belt with the launch of a new independent firm.
The Tampa, Florida-based hybrid RIA announced Thursday that it has welcomed The Wealth Stewards to its expanding network of independent financial advisory firms.
The Wealth
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