StoneX Wealth Management Expands Northeast Presence with Acquisition of Trust Advisory Group, Ltd.
Birmingham, AL. October 2024 – StoneX Group Inc. (“StoneX”; NASDAQ: SNEX) announces that its StoneX Wealth Management group, headquartered in Birmingham, Alabama, has acquired Trust Advisory Group, Ltd. (“TAG”), a Boston-based registered investment advisory firm overseeing over $500 million in client assets. This strategic acquisition reinforces StoneX Wealth Management’s commitment to high-quality financial solutions and enhances its service reach into the Northeast.
With a dedicated team of advisors and support staff, TAG has delivered trusted wealth management services since its founding in 1987, offering financial planning, investment management, and retirement planning for business owners, professionals, and high-net-worth clients.
“This acquisition aligns with our goal of expanding our presence and delivering enhanced financial solutions to our clients,” said Jay Carter, CEO of StoneX Wealth Management. “TAG shares our commitment to client-focused services and values, and together, we will continue to drive growth and offer exceptional service.”
Founded in 1986 as Sterne Agee, StoneX Wealth Management has grown to over $12 billion in total client assets, serving clients nationwide with a comprehensive suite of wealth management services. StoneX Wealth Management operates in 44 states and employs more than 500 financial professionals.
“We’re excited about the synergies and opportunities this acquisition brings,” said Maribeth Williams, Senior Vice President of Client Relations. “We believe our expanded team will enhance our delivery of premier service and support to our clients.”
About StoneX Group Inc.
StoneX Group Inc. (NASDAQ: SNEX), through its subsidiaries, operates a global financial services network that connects companies, organisations, traders, and investors to the global market ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service, and deep expertise. A Fortune 500 company headquartered in New York City, StoneX Group Inc. serves more than 54,000 commercial, institutional, and global payments clients, and over 400,000 retail accounts, from more than 80 offices across five continents.
StoneX Wealth Management is the trade name of StoneX Securities Inc., a broker-dealer registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC, and StoneX Advisors Inc., an investment advisory registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training.
For more information about StoneX Wealth Management, visit wealth.stonex.com.
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