James Mathias, Wilma Turner
Adviser/team AUM: $85,000,000
|Firm leaving||Invest Financial|
|Firm joining||Girard Securities|
Bingham Farms, MI
|Date announced||February 01, 2013|
|Transition date||January 31, 2013|
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Dorothy Weaver Founder & CEO, Collins Capital
Sandy Lincoln Managing Director and Chief Market Strategist, BMO Asset Management U.S.