Snowden Lane opens 15th office as advisor duo launch firm in Florida

Snowden Lane opens 15th office as advisor duo launch firm in Florida
It's the second Snowden Lane office in the state, topping off a strong growth year.
DEC 18, 2023

Snowden Lane Partners has marked the opening of its 15th office across the U.S. with a second location in Florida.

The firm, which recently achieved a milestone of $1 billion in recruited assets added in 2023, welcomed Ron Zuckerman and John Paul (“JP”) McManus, who formed the Zuckerman McManus Wealth Advisory Group based in Roca Baton. Zuckerman will serve as partner and managing director, while McManus has joined as vice president and private wealth advisor.

The duo was previously with Laidlaw & Company (UK) Ltd., located in South Florida, and have almost 40 years of combined industry experience.

“As we continue our exciting growth as a firm, it remains integral that we recruit advisors who share our focus on providing personalized client service and superior investment capabilities,” said Rob Mooney, managing partner and CEO of Snowden Lane Partners. “Ron and JP fit neatly into that mold, and their experience makes them perfect candidates to spearhead our 15th office nationwide. We’re grateful that the advisor community continues to view Snowden Lane as an attractive destination, and we’re looking forward to continuing our firmwide momentum in 2024.”

Zuckerman and McManus join the firm with a client base of high-net-worth families, entrepreneurs, and executives at both public and private companies, including international clients.

“It’s exciting to be joining Snowden Lane for multiple reasons, but chief among them is the knowledge that we’re joining a top-quality firm whose values align with our own,” Zuckerman said. “While this represents the next step in our careers, JP and I are looking forward to continuing to ensure our clients have the high-quality, specialized solutions they deserve. We’re humbled to have the opportunity to lead the firm’s expansion in Florida and are thrilled to officially become members of Snowden Lane’s team.”

Latest News

Merrill to pay $39 million in cash sweep settlement
Merrill to pay $39 million in cash sweep settlement

The financial advice industry has been facing inquiries into its cash sweep programs for years now.

SEC accuses fund advisor of defrauding SpaceX, OpenAI investors
SEC accuses fund advisor of defrauding SpaceX, OpenAI investors

Investor money allegedly went to strip clubs, exotic cars, and landscaping

RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey
RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey

Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm

Beyond sell or inherit: A third exit for appreciated property
Beyond sell or inherit: A third exit for appreciated property

With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.

AI marketing adoption gap costs financial firms revenue
AI marketing adoption gap costs financial firms revenue

Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

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

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains