Hear about our resources and exciting business model options.

Level up your practice

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Run your practice your way, whether you’re looking to own your practice as an independent advisor, service sophisticated client needs as an advisor for private wealth clients, or build community bonds at a bank branch.

Business model choice

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Find the right fit for today and tomorrow with opportunities for new advisors, top performers looking to accelerate their growth, and advisors winding down their careers.

Full career lifecycle support

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Tap into technology that serves your practice and your clients, gain access to leaders who are invested in the success of your practice, and offer your clients access to full-balance-sheet support.

Practice support

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Our division should be your next home

We empower you to choose the business model that works best for you, provide world-class wealth and investment management capabilities to help deepen your relationships with clients, and dedicate vast resources and capital to advance your growth potential. 

With more than 2,100 financial professionals spread across seven markets, the Southeast Division continues to grow each day. Our market leaders are highly experienced professionals with a keen sense of what it takes to help advisors grow their business and serve their clients at the highest level. Below is a map showing our footprint in major cities throughout our division.

 

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*As of 9/15/2025