&Partners has added a three-person practice in Seminole, Oklahoma, extending a recruiting run that has made the St. Louis-based firm one of the busiest destinations in this year’s advisor moves.
EP Wealth Advisors also hired a Denver advisor who specializes in entertainers and executives, while in South Carolina, Ballast Rock Private Wealth brought on a veteran planner to build out its multigenerational offering.
& Partners announced that it has welcomed Stonemere Wealth, a Seminole, Oklahoma-based practice founded by Brian Geist, who also leads the practice as wealth advisor. Gina Cheves, partner and practice director of operations, and Kristina Paul, client service associate, are making the move with him.
The team’s clients include business owners, pre-retirees, retirees and multigenerational families. It also serves a group of clients whose wealth is tied to agriculture and energy.
&Partners said the practice reported $323 million in pre-hire assets under management. Geist was previously affiliated with Edward Jones, according to his BrokerCheck record with FINRA.
Stonemere is the 131st advisor practice to join &Partners, which reports $65 billion in assets as of the end of the third quarter.
Seth Davis has joined EP Wealth as partner and senior wealth advisor in Denver, Colorado. His practice focuses on entertainers and corporate executives, .
Davis has also held leadership roles in wealth management, according to an announcement from EP Wealth. He has helped set financial planning standards, mentored junior advisors and associates, and helped build a service for younger investors who are still accumulating wealth.
He joins from Curi RMB Capital, according to his IAPD record with the SEC.
“Seth brings the combination of deep planning expertise, leadership experience and commitment to clients that aligns well with how we continue to build EP Wealth,” said Ryan Parker, chairman and chief executive of EP Wealth. “We’re excited to welcome him to the firm and to continue strengthening our presence in Denver.”
“I look forward to working alongside the Denver team and colleagues across EP to help clients navigate increasingly complex financial decisions,” Davis said.
EP Wealth expanded its C-suite last month with its hiring of John McConnell as chief financial officer, alongside the promotion of Erin Voisin to chief client solutions officer.
The Torrance, California-based fee-only RIA manages more than $50.4 billion across more than 65 offices in 23 states.
Deann Cross has joined Ballast Rock Private Wealth as senior wealth advisor, bringing nearly 30 years of experience across financial services, investment management and private wealth advisory.
According to her IAPD profile, Cross most recently served at Integrity Financial Corporation, a Bellevue, Washington-based independent advisory firm based where she spent nearly.20 years.
Ballast Rock is an independent, SEC-registered investment advisor. It serves high-net-worth individuals, families, business owners and family offices. It oversees roughly $400 million in regulatory assets under management, according to its most recent Form ADV filed with the SEC.
At Ballast Rock, Cross will focus on multigenerational planning and business-owner clients. Her work will connect portfolios with retirement, estate and tax decisions.
“Her focus on business owner support, guiding families through generational wealth transfer, and mentoring the next generation of advisors will be an important part of our continued growth and we’re excited to have her working directly with clients as we continue to build out the breadth and depth of our wealth management offering,” said Andrew Mescon, chief executive of Ballast Rock.
“Throughout my career, I’ve valued the opportunity to build lasting relationships and help clients navigate the many aspects of their financial lives,” Cross said.
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