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8 de mar. de 2024 · Founders and Managing Partners J. Miller, APMA and Chad Keller, CFA, AIF are joined by six-decade industry veteran L. Gene Tanner in launching their new independent firm.
11 de mar. de 2024 · March 11, 2024. L. Gene Tanner (middle) has opted to stay with Stifel after Chad R. Keller (left) and John Cody “J.” Miller joined Sanctuary. In an unusual turnabout, two advisors have opted ...
12 de mar. de 2024 · L. Gene Tanner, a wealth advisor with six decades of experience, is part of M&K Legacy Wealth, a $1 billion Stifel breakaway team that launched with Sanctuary Wealth in March 2024. Sanctuary is a network of independent advisory firms with $30 billion in assets under advisement.
8 de mar. de 2024 · March 8, 2024. L. Gene Tanner (middle) has opted to stay with Stifel after Chad R. Keller (left) and John Cody “J.” Miller joined Sanctuary. [Editor’s Note: Following the team’s announcement on...
8 de mar. de 2024 · J. Miller, Chad Keller and Gene Tanner have launched M&K Legacy Wealth, focusing on advising business owners, pre-retirees and retired clients. In addition to the founders, the group comprises two more wealth advisors, Christy Swindel and Suzanne Mashall, Sr., and three associates and operations support staff.
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11 de mar. de 2024 · “I’ve always believed that if we do a good job taking care of customers, everything else will take care of itself,” said L. Gene Tanner, Founder. The firm is committed to keeping clients at the...
