Gary Kurtz and Michael Campos, solo advisers who together managed $446 million at Truist, have joined investment firm D.A. Davidson and will operate their firms from a new office in Lexington, South Carolina.
Kurtz and Campos had been with Truist and its predecessor firms for 16 years and 10 years, respectively.
They were joined in the move by three staffers.
Kurtz will operate Kurtz Wealth Management and Campos will operate Campos Wealth Strategies.
Michael Purpura, president of wealth management at D.A. Davidson, noted in a statement that this is the third location in the South that the firm has added this year.
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