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Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

Published: September 20, 2023

/PRNewswire/ -- Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of...

Source: prnewswire.com

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Raymond James adds $317M wealth advisory team

Published: September 6, 2023

The three financial advisors and four associates join the firm from Avantax.

Source: investmentnews.com

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United StatesSavara McdanielRonn KudlacekBrad WilsonTim KillgoarLori HilmanRaymond JamesPlains State BankRaymond James Financial ServicesAvantax Investment ServicesFinancial StrategiesAvantax Investment