Tag : Kathleen Dulko

Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
Finance Investment Services News

Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice

Business Wire
Daytona Beach-based, female-led firm brings $180 million in client assets and specialized retirement expertise to Maridea’s growing national platform Maridea Wealth Management (“Maridea”) announced the acquisition of Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm with approximately $180 million in assets under advisement and management. The transaction marks......
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