Team managing $400 million at Truist moves to D.A. Davidson
The three-adviser Marshall & Whatley Investment Group is based in Harrisonburg, Virginia.
A three-adviser team managing $400 million at Truist Bank in Harrisonburg, Virginia, has joined Montana-based D.A. Davidson.
The advisers — Travis Marshall, Nichole Whatley and Jordan White — were joined in the move by the group’s two assistants.
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