Mercer Global Advisors acquires $360 million Texas practice
Mark D. Cunningham, a sole proprietorship based in Bellaire, Texas, was formerly affiliated with Raymond James.
Mercer Global Advisors has acquired the practice of Mark D. Cunningham, who manages $360 million and is affiliated with Raymond James.
Financial terms weren’t disclosed.
Cunningham founded his sole proprietorship in 1997 and is based in Bellaire, Texas.
“We focus on helping our clients achieve their financial goals through comprehensive, tailored financial planning,” Cunningham said in a statement. “As I looked at my own succession planning options to determine with whom to partner, it was important to me that my new partner would anchor on financial planning as I do.”
“I wanted to also provide additional services to my clients like estate planning and dedicated tax expertise and return preparation.” he added.
[More: Mercer Global Advisors adds $1 billion with deal for Goldstein Munger]
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