San Antonio-based wealth management firm Covenant Multifamily Offices has opened its first office in Oklahoma City after completing acquisition of local wealth management practice Covenant Financial Services.
The new office expands footprint of Covenant Multifamily to four locations. The firm already has offices in Dallas, San Antonio, and Austin.
Go deeper with GlobalData
The deal will enable Covenant Multifamily Offices to secure exclusive rights to the Covenant name and brand. The two entities did not have any working relationship before the deal.
Following the acquisition, Covenant Financial Services founder Scott Duncan will join Covenant Multifamily Offices in the role of senior wealth advisor.
Duncan will be joined by wealth advisor Raquel Lopez, wealth advisor Oliver Norman, senior client service associates Donna Herndon, and Executive Assistant Clair Neeley in the new office.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
