![]() Henderson and Morris will serve as co-regional directors and Regouby will assume the role of managing partner. They will all take on new roles at Merit. It is led by Steven Henderson, Douglas Morris and Stephen Regouby. Union specialises in providing financial planning services for small business owners, retirees, medical professionals and business executives. The firm, which has offices in Tulsa, Norman, and Perry, Oklahoma, will establish Merit’s presence in the region. The Georgia-based financial advice firm has acquired Union Financial Advisors for an undisclosed sum. Previously, DeMeo was at Abrdn, where he was head of Americas within its client solutions group. Previously, Hrnicek was with Wells Fargo.Ĭhris DeMeo has joined as head of solutions, North America. He will lead The Anania Group of Raymond James and is joined by client relationship associates Corrie Strausbaugh and Jennifer Caron.Īlso, financial adviser Rob Hrnicek and the Parkway Wealth Management Group have joined the firm in Texas. The wealth firm has hired financial adviser Michael Anania in Ohio.Īnania joins Raymond James from Merrill Lynch. Prior to joining Wilmington Trust, Heine served as a senior fiduciary adviser at Regions Private Wealth Management and Wells Fargo Private Bank. The gang is suspected of between 75200 murders in the mid-1970s to the early 1980s. The financial services provider has named Terisa Heine as a senior wealth fiduciary adviser in its North Palm Beach, Florida office. Harvey 'Chris' Rosenberg (also known as Chris DeMeo) (Octo May 11, 1979) was a member of the DeMeo crew run by Gambino crime family soldier Roy DeMeo. ![]() Financial planning analyst Jenny Young and.Vice president and business practice manager Sarah Mijts.Vice presidents and client relationship directors Boaz Chan, Jennifer Seacrist, Wey Lim, and Nicholas Peterson. ![]() The team joins from Morgan Stanley and includes: Prior to joining IQ-EQ, he founded Sentinel Regulatory Compliance.Ĭheryl Young and her seven-member team Young & Associates have joined the firm’s global family office arm. The financial services provider has hired Sean Farrell as a managing director based in its New York City office.ĭuring his 20 years in regulatory compliance, Farrell has served as a regulatory consultant, a chief compliance officer and a Securities and Exchange Commission (SEC) examiner. ![]()
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