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.


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