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55+ | With over 55 branches across the United States, we have advisors close to you, so your questions get heard, and answered, by our team of financial advisors and CFP® professionals. |
180+ | Our team of over 180 financial advisors is big enough so that your advisor, and wealth management team, get to know you, your family and your tax, estate planning, and financial situations intimately. |
20,000+ | We handle the wealth management needs of over 20,000 clients. Given our intimate, personalized approach, our team of wealth management specialists have experience with dozens of unique, complex financial situations and know how to tailor personalized solutions to them. |
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Company data as of 12/31/21.