CAPTRUST Financial Advisors, a wealth management and retirement plan advisory firm, has agreed to merge Parker Carlson & Johnson Investment Management into its wealth management practice.
Based in Dayton, Ohio, Parker Carlson & Johnson provides wealth management and investment advisory services to individuals, families, corporations, and non-profit entities.
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The deal is scheduled to complete within 30 days. Following the completion of the merger, CAPTRUST will have over 340 employees in 26 office locations servicing a nationwide client base of wealth management and corporate retirement plan clients.
The merger with CAPTRUST follows a six-month search performed by Parker Carlson & Johnson’s principals with the support of outside M&A advisor David Selig of Advice Dynamics Partners.
The latest deal follows CAPTRUST’s merger with MFP Strategies in July 2015, which added 25 new staff and expertise in UHNW estate planning and business preservation strategies.
Parker Carlson & Johnson managing partner Kathleen Carlson said: "We foresee an immediate and positive impact on our clients," she added. "In fact, we have already announced the merger to our Dayton-area clients and have received an enthusiastic response."
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By GlobalDataCAPTRUST CEO Fielding Miller said: "The professionals from Parker Carlson & Johnson are terrific additions to our wealth management team here at CAPTRUST. It’s always a good day when we announce talented new colleagues."
