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Wealth Services Platform Adds North Carolina Client

Editorial Staff

8 November 2018

at Merrill Lynch and advised on over $145 million of assets under management. They will be joined at YellowWood Wealth Solutions by Shari Kinney, a registered senior client associate, and Kelly McKinley, client associate, who were also part of The Watson Rericha Group.

Founded in 2014, tru Independence supports advisors in many aspects of middle and back office support. A few weeks ago, the firm brought in Paces Ferry Wealth Advisors. In August it added Firethorn Wealth Partners as a client.