Tag : Justin Russell

Waverly Advisors’ Affiliate Acquires Smithfield Trust Company
Finance Investments News

Waverly Advisors’ Affiliate Acquires Smithfield Trust Company

Business Wire
by Business Wire0
Strategic partnership marks a significant milestone for trust services offered Waverly Advisors, LLC’s parent company (together with Waverly Advisors, LLC “Waverly”), has acquired the equity of Smithfield Trust Company, LLC (“Smithfield”). Waverly Advisors, LLC is a federally registered investment adviser (“RIA”) specializing in investment management, financial planning and wealth management......
Waverly Advisors Acquires WealthPlans and Cooley & Associates
Finance Investment Services News

Waverly Advisors Acquires WealthPlans and Cooley & Associates

Business Wire
by Business Wire0
Waverly expands presence in the Mid-Atlantic Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired WealthPlans, LLC (“WealthPlans”), a wealth management firm based......
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