There are 4 article(s) tagged wealth management:

• July 2026

  • Merger results in wealth-management firm overseeing $10B in assets

    A Memphis-based wealth management firm just completed a merger with firms based in Connecticut and Massachusetts. Here’s what that means for its clients.

    By Noah McLane July 02, 2026

• August 2025

  • Family bond between women propels wealth manager’s success

    For Lindsey Donovan Rhea, owner of Alia Wealth Partners, the mentorship of her aunt continues to pay dividends. 

    By Aisling Mäki August 06, 2025

• September 2024

  • Oppenheimer & Co. moves into Memphis financial market

    Oppenheimer & Co. Inc., a global brokerage and investment bank, first moved into Tennessee in 2022, when it opened a Nashville office. 

    By Aisling Mäki September 23, 2024

• December 2018

  • Stifel plants roots, expanding Memphis office

    During college, native Memphian Phillip Rogers, branch manager and senior vice president of investments at Stifel, heard that at one time Memphis had, per capita, more financial brokers and advisers than any other city in the U.S. The culture of the financial landscape in Memphis during that period was primarily based on regional investment banking and wealth management firms.

    By Christin Yates December 28, 2018