Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker.
Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.
The bank has repositioned itself to serve ultra-wealthy international clients after closing more than 200 branch locations in the U.S.
Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.