Hi All – I wanted to share with you a few updates that my firm announced over the past few weeks. In early January, we acquired the business and clients of Paschall and Associates in Gastonia, NC. I’ve included below the notice that we recently sent to our clients. Tim Paschall and I have known […]
Expanding in North Carolina
I have exciting news to share to start the year. Our firm is growing with the addition of a new investment advisor here in North Carolina. Tim Paschall recently partnered with us (WMS Advisors, LLC) by joining our firm as an Investment Advisor Representative. Tim and his firm, Paschall and Associates, are based in Gastonia, […]