A family-based, five-adviser team managing $427 million at Merrill Lynch has joined the employee unit of Raymond James.
Christopher Beavers, Matthew Beavers, Emma Beavers, Hannah Peterson and Ryan Finglass will open an office for the firm in West Forth Worth, Texas.
The team operates as Beavers Wealth Management, which was founded and is led by Christopher Beavers.
His father, Matthew, joined the team in 2015 after 30 years as a practicing certified public accountant.
Christopher’s wife, Emma, is an adviser overseeing operations, branding and events. She is a former Dallas Cowboys cheerleader.
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
