After 17 years at Edward Jones, Brian Geist launched Stonemere Wealth with $323mm in client assets. Seeking greater autonomy and ownership, he worked with Diamond
Two longtime Edward Jones advisors chose different paths—but shared the same goal: greater freedom to build the businesses they envisioned with Diamond Consultants as their
From $50mm to $1B in client assets, all through organic growth at Northwestern Mutual, Scott DeSantis and Grant Parisi launched Civic Financial to build a
Chris Tiano and Nick Smith joined Cresset from Lazard Wealth, where they oversaw $1.1B. Guided by Diamond Consultants, the duo sought broader family office capabilities,
Two Atlanta advisors, Margaret Wright and Bradley Martin, who manage $4.8 billion in client assets, came together from Truist and Balentine to form MartinWright
2021 represented an extraordinary year of success in the wealth management industry. We’re proud to have helped so many advisors and teams find their best
Beverly Hills Private Wealth is the first significant Breakaway team to choose Goldman Sachs custody platform for their newly-launched RIA firm.
For brothers Brent and Brad Chappell, Merrill was truly a family business, with roots dating back to 1984 when their father Robert first established
With over 30 years at Merrill, Vincent “Vinny” Zaccardi could have easily opted for the firm’s retire-in-place program, but he and his son and partner
Merrill Private Wealth team in Austin, TX, The MK Group, searched for less bureaucracy and better service for their UHNW clients.
