DALLAS — A Dallas-based wealth management team with about $580 million in client assets has decided to switch to NewEdge Advisors from J.P. Morgan, the firm announced on Thursday.
“This team is passionate about their work and greatly values the advisor-client relationship. Erik, Ben, Shawn and Kris have positively impacted many people and families across their esteemed careers, and we are thrilled to have them on board," Turner said.
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