John Gill and Bryan Horner, who managed $975 million at Truist Investment Services in Virginia Beach, Virginia, have moved to the employee unit of Raymond James.
Truist was formerly known as BB&T Scott & Stringfellow.
Gill has 34 years of experience, according to his BrokerCheck report, and joined Scott & Stringfellow in 1989. Horner has 10 years of experience and joined BBT in 2014.
The two are joining Raymond James with their two-person staff. The team operates as Gill & Horner Wealth Management Group.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
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
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
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
