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The Week in Wealth Management M&A Deals

The mergers, acquisitions and advisor moves you missed the week of May 24, 2021.

Ben belangerMark hoganCraig zaleckBernie georgeMuhlenfeld huishTom chaneyTed horowitzEl pasoDevoe companyCitizens bankKestra private wealth servicesDynasty financial partnersProcyon partnersPivotal planningGlobal advisorsAdvisors sells minority stake

Procyon Partners Merges with Pivotal Planning Group

The merger produces a $4.5 billion in assets firm with 24 employees and four offices.

New yorkUnited statesSouth carolinaShirl penneyMichael kellyPhil fioreJohn marchisottaMichael desmondDynasty financial partnersEast coastPivotal planningVirginia beachNew york cityJames diverபுதியது யார்க்ஒன்றுபட்டது மாநிலங்களில்

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