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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
