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M&A Update: Wealth Management in Focus

Published: January 19, 2022

CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.

Source: planadviser.com

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United StatesNew MarketDaryl DekeBryan FitzpatrickLuis ZervigonPortfolio Evaluations IncPortfolio EvaluationsNew OrleansCrescent Capital ConsultingNew Market WealthPresident Andrew WisdomExecutive Vice President Bryan FitzpatrickExecutive Vice PresidentOperations LuisPrincipal DarylRush Benton