Lebenthal Wealth Advisors, a private division of Lebenthal Holdings, has opened a new office in Williston, North Dakota.
Lebenthal Wealth has recruited former-Morgan manager Clay Skurdal as head of the North Dakota office.
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Additionally, the firm has also appointed advisors Brent Lee and Brion Norby from TruWealth Financial who will work alongside Skurdal supporting area citizens manage their assets.
Frank Campanale, chairman and CEO of Lebenthal Wealth Advisors, said: "The very talented team of Brent, Brion and Clay, all native sons of Williston, combined with the Lebenthal model for independent financial advisors, will compete strongly in this market."
Grillo, president and COO of Lebenthal Wealth Advisors, said: "The success of our existing employee teams has served as confirmation we are ready to launch on a broader scale to independents."
Source: PRWEB
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