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Terry Lockridge News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Savant Lures New M&A Head From The Mather Group

Patrick Lawlor will help execute on Savant’s five-year growth plan, which includes an accelerated M&A strategy.

Cedar rapidsUnited statesBrent brodeskiTerry lockridge dunnPatrick lawlorMather groupKelso companySavant wealth managementVirginia based alliant wealth advisorsWorld trend financialTerry lockridge

Terry Lockridge and Dunn acquired by wealth management company

World Trend Financial investment advisers and Terry Lockridge and Dunn business consultants, both based in Cedar Rapids and with offices in Iowa City, have been acquired by Rockford, Ill.-headquartered Savant Wealth Management.

Cedar rapidsUnited statesIowa cityTerry lockridgeTim terryBrentr brodeskiWorld trend financialSavant wealthTrend financialWorld trendDaily business news

Savant Acquires World Trend Financial and Terry Lockridge & Dunn

Savant Wealth Management adds $730 million in assets as firm seeks 5x growth over 5 years.

Cedar rapidsUnited statesIowa cityBrent brodeskiPaula rogersTerry lockridge dunnKelso companySavant wealth managementWorld trend financialTerry lockridgeTrend financialTory meiborgSavant tax

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