Latest Breaking News On - Affinia financial - Page 1 : comparemela.com

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesSan antonioPatrick snellTom haughtEdwin bartonFrank mastrapasquaMauro mastrapasquaClaude koontzPrnewswire sequoia financial groupAffinia financial groupSequoia financial groupCoplan aronoffFinancial groupOhio based sequoiaSequoia financialZeke capital advisors

RIA Roundup: Sequoia Financial Group to Acquire M Capital Advisors

Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.

San antonioUnited statesNewport beachSan franciscoMount schoolEdwin bartonLos angelesMatt cosgriffCoastalone onboardsMauro mastrapasquaClaude koontzChuck lanzaKelly maregniNeal wadleyLucas veldhuisjoinedRick goodwin

Local wealth management firm to be acquired

M Capital preps deal with Ohio company with $15B in assets under management

United statesBelle meadeSan antonioSouth carolinaGreen hillsHarding pikeMauro mastrapasquaCoplan aronoffFrank mastrapasquaEdwin bartonClaude koontzTom haughtPatrick snellAffinia financial groupSequoia financial groupWoodmont boulevard

Sequoia Financial acquires Nashville firm managing $930M

Sequoia Financial Group is acquiring M Capital Advisors, a Nashville, Tennessee-based RIA that oversees $930 million in assets, the firm announced Friday.

United statesSan antonioFrank mastrapasquaClaude koontzPatrick snellEdwin bartonMauro mastrapasquaSequoia financial groupAffinia financial groupSequoia financialZeke capital advisorsCirrus wealth managementAffinia financial

Cindy Haddad: How Affinia Pioneered Special-Needs Financial Planning

Cindy Haddad: How Affinia Pioneered Special-Needs Financial Planning
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

Cindy haddadAffinia financial