People

Edmond Walters brings more than 20 years’ experience to the digital marketing platform built for financial advisors.

Advisors Tammy Mogilski and Brian Bedford run Legacy Financial Planning, managing more than $285 million in assets.

Bridget Grimes realized professional women needed better financial advice, but most firms are failing to bring it to them.

Out with the old. The new board now includes some Genstar executives, as well as folks who sit on boards of other firm properties.

Douglas Dubiel, a former Merrill advisor, will build out Rockefeller’s West Palm Beach, Fla. office.

The group’s new president-elect, a millennial, discusses the FPA’s stance on state regulation, his plans in the new role and the perspective of young planners.

The founder of the $22 billion Edelman Financial Services will also be an advisor to the firm.