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.
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Examiners will scrutinize fee conflicts, complex products and super intelligence threats as broker-dealers face fresh Reg BI and AML reviews
New launches tackle succession planning, AI-driven email management and heir retention ahead of the great wealth transfer
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
