Triad loses team to Raymond James

An advisory group overseeing about $150 million in client assets switches to the independent broker-dealer at the regional firm

Apr 3, 2017 @ 5:27 pm

By InvestmentNews

StoneStreet Wealth Management, formerly affiliated with Triad Advisors Inc., has switched to Raymond James Financial Services, according to the regional firm.

The move to Raymond James includes the firm' founders John Chidwick and Ealon S. "Tripp" Thompson III, as well as Richard B. Megorden II and Metin Kurkcu, Raymond James said in press release.

StoneStreet, based in based in Mooresville, N.C., managed more than $150 million in client assets before switching to Raymond James, the regional firm said in the release. StoneStreet also includes Susie Hudgins, operations manager, Tricia Vasil, client service specialist, and Todd Hogue, technology and planning specialist.

Mr. Chidwick, who co-founded StoneStreet Wealth Management in 2015, started his career as a wholesaler, later joining Lincoln Financial Group where he became national sales manager. Mr. Thomson began his career as a financial adviser with AG Edwards in 1996. He began working with Mr. Chidwick at at Lincoln Financial Group in 2007. Mr. Megorden, started his career in 1968 as an insurance agent and 1991 co-founded a registered investment advisory practice, which he sold to StoneStreet in 2016.

Mr. Kirkcu began his career with the Federal Reserve Bank of Atlanta and has been a registered representative in the investment industry since 2003. He previously worked at Morgan Stanley, Banc of America Investments and Merrill Lynch.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

2019 concerns keeping successful advisory firm leaders up at night

These are the greatest business challenges for next year, according to InvestmentNews' Best Practices honorees.

Latest news & opinion

Meet the 2018 Women to Watch

These female financial advisers and other industry leaders are recognized for their successes and support of other women in the financial advice business.

Some good news about female recruitment in financial advice

Each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants.

10 ETFs that are up more than 35% this year

Amid the stock market carnage, there are still some funds posting big gains.

10 biggest HSA providers rated

Morningstar rated the largest plan providers as investment and spending vehicles.

Morningstar: DOL fiduciary rule reduces inflows to mutual funds with high loads

With the measure's demise, will the SEC's advice reform sustain the momentum?

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print