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May 1, 2023 Modera Wealth Management Acquires Parsec FinancialApril 24, 2023 Interview with Antwone Harris, Chief Planning Strategist at Platinum Bridge Wealth StrategiesApril 17, 2023 Engle Martin & Associates Acquires EIMCApril 14, 2023 Tradier Raises $24.6 Million in Series B FundingMarch 27, 2023 Garnett Station Partners Acquires and Recapitalizes Firebirds Wood Fired Grill
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May 1, 2023
Modera Wealth Management Acquires Parsec Financial
Modera Wealth Management, LLC is excited to announce that the Parsec Financial team, headquartered in Asheville, NC,... Read more »

April 24, 2023
Interview with Antwone Harris, Chief Planning Strategist at Platinum Bridge Wealth Strategies
Antwone Harris, MBA, CFP®, is a seasoned financial professional with over 20 years of experience helping clients... Read more »

April 17, 2023
Engle Martin & Associates Acquires EIMC
ATLANTA--(BUSINESS WIRE)--Engle Martin & Associates, LLC, a market-leading independent loss adjusting and claims... Read more »

May 31, 2023
Local UBS Advisors in Raleigh Michael Lappin and Bill Smith Named to Barron’s Top 1,200 Advisors List

May 5, 2023
Palladium Equity Partners Supports Portfolio Company Trachte in Its Acquisition of Parkline
