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.
Source: wealthmanagement.com
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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.
Source: thegazette.com
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.
Source: wealthmanagement.com