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

By , Daily Memphian Published: July 02, 2026 4:29 PM CT

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.

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Waddell & Associates David Waddell Coastal Bridge Advisors Kevin Burns wealth management Subscriber Only

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Noah McLane

Noah McLane

Noah McLane reports on business for The Daily Memphian. He was born and raised in Tennessee and attended journalism school at Middle Tennessee State University, where his passion for community-focused storytelling blossomed.

Prior to writing for the business section, Noah was the editor-in-chief of his college newspaper, worked on general assignment for the Jackson Hole News & Guide in Jackson, Wyoming, and was most recently the statehouse reporter for The Daily Memphian.


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