Procyon Partners, with almost $5 billion in assets, said Tuesday said it had added two financial advisors, Frank McKiernan and Jerry Sneed, who managed $600 million in client assets.
McKiernan and Sneed are joining Connecticut-based Procyon as senior vice presidents and senior private wealth advisors.
Both had been registered as both brokers and investment advisors at Baker Tilly Wealth Management since 2021, according to their BrokerCheck profiles, and before that at Merrill Lynch. They will work in the New York and Massachusetts areas.
In addition to McKiernan and Sneed, the following people will also be joining Procyon: financial advisor Christopher Sneed and Amanda DiGuiseppe and Emily Demers, both client service associates.
Procyon is a Dynasty Financial Partners network firm.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.
A FINRA arbitration panel sided with a former wealth manager fired over a $642 deli platter and a disputed client event.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.