Mergers & Moves: Advisor and firm deals this week in wealth management
Financial Planning
Financial Planning highlights news of Ryan Schlappi’s move from J.P. Morgan to join Crewe Advisors as a partner in the Scottsdale, Arizona office. “I knew from our very first conversation, I was ready to make the move based on the team, resources and potential for long-term growth at the firm,” comments Schlappi.
