The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 deals since its launch in April 2023.
Trinity Financial Partners President Robyn E. Jameson will become a managing director and partner at the $12 billion Atlanta-based Merit after the deal.
Oregon-based Doug Lindsey and Greg Trost, who operate out of Los Angeles, have known each other for over 40 years and are joining forces to create the Lindsey-Trost Group of Steward Partners.
The recent SEIA acquisition brings Canon Price, founder of $300 million AUA RIA Beverly Investment Advisors, back to the firm where she started her career three decades ago.
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