A four-adviser team managing $1.1 billion at Morgan Stanley in Nashville, Tennessee, has gone independent and affiliated with Raymond James.
Randy Campbell, Eric A. Johnson, Mason McGiboney and Stacy Womack now operate as Campbell Johnson McGiboney Wealth Advisors in Franklin, Tennessee.
Campbell, the founder of the team’s practice, began his career in 1990 at The Robinson Humphrey Co., which through mergers and name changes became part of Morgan Stanley.
Johnson began his career 25 years ago at Smith Barney, where he began working with Campbell.
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.
