Convergence Wealth Advisors Lgc & D

Stifel, Nicolaus & Company, Incorporated is a leading wealth management firm dedicated to employee advisor satisfaction, as recognized by J.D. Power. With a strong focus on supporting financial advisors, Stifel offers a seamless transition experience, comprehensive investment products, and industry-leading technology designed to enhance client relationships and operational efficiency. Founded on a culture that embraces entrepreneurial spirit, Stifel provides a robust platform that combines small firm service with big firm capabilities. The firm is committed to empowering advisors with extensive resources, including nationally recognized research, wealth planning services, and alternative investment opportunities, fostering growth and innovation in the financial industry. Generated from the website

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you - and partnering to provide continuous guidance and support through every stage of life.