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RIA Roundup: NFP Acquires Divergent Wealth Advisors

NFP grew wealth and retirement, R&R joined Commonwealth, tru Independence launched 44 North and Johnson Financial, LPL and Kestra all made announcements.

San diegoUnited statesNew yorkSouth jordanRobert holtonBecca hajjarBrian andrewSamuelc johnsonJonathan landryMark schefflerBrady ririeAmit dograJeff scottAaron cizonTom driscollKestra holdings

Exchange Bank Welcomes Debbie Campas, Vice President, Personal Trust Officer to their new Trust & Investment Management Office in Marin

SANTA ROSA, Calif. (BUSINESS WIRE) Jun 26, 2023

United statesSonoma countySan franciscoState of californiaCarolyn cole schweizerDebbie campasBill ryanEmily menjouNovato chamberMarketing servicesExchange bankInvestment management office in marinConsumer bankInvestment managementExchange bank best businessCalifornia state university

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