National Leader in Faith-Based Investing Transitions to EverSource
EverSource Wealth Advisors® is pleased to announce that Rachel McDonough, CFP®, CKA®, has joined the EverSource platform. She is transitioning her Wisconsin-based practice from Ameriprise Financial and launching her new brand, Wealth Squared. With more than 18 years’ experience in wealth management, McDonough is a nationally recognized leader in the faith-based investing movement.
EverSource Establishes Headquarters in Colonnade Office Park to Facilitate Company Mission
In the past two months, EverSource Wealth Advisors®, a Birmingham-based RIA, has added five financial advisors to its Total Support System platform. This new growth expands the scope of EverSource’s business and increases assets EverSource manages directly, or for which it provides management support, to over $1 billion.
EverSource Adds Wirehouse Breakaway Team
EverSource Wealth Advisors® Onboards Miller Wealth Management, Expanding Assets on the EverSource Platform to over $600mm
EverSource Wealth Advisors® is pleased to announce the addition of Miller Wealth Management, a financial advisory group previously affiliated with Merrill Lynch. EverSource and Miller Wealth Management, both located in Birmingham, serve clients across the nation.
Strategic Acquisition Extends Business Platform for Financial Advisors
EverSource Wealth Advisors, a Birmingham-based registered investment advisor, is pleased to announce the acquisition of Consider It Done!, a virtual administrative services company based in Jacksonville, Texas.