Jennifer Marcontell, whose eight-person team managed $1.7 billion at Edward Jones in Baytown, Texas, has broken away and affiliated with the independent channel of Ameriprise Financial.
Marcontell had been with Edward Jones for 22 years.
Going forward, she and her team will operate as Marcontell Wealth Management.
The firm works with roughly 450 families who on average have assets of more than $4 million. Many clients are in the energy and chemical industry.
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.
