wealth team
The Atlantic Group
$1.6BBook of businessas reported in coverage
1Advisors
Boca Raton, FLMarket
1Moves on our record
The lineage
until Sep 26, 2026PRIOROppenheimer
Sep 26, 2026CURRENTAmeriprise
Sep 25, 2026team liftoutOppenheimer → Ameriprise
No published coverage yet.