Lawsuit Accuses Meridian Wealth Management's Founder Of Blocking Partner's Exit

Published on July 28, 2026

Natalie Fernandez says her partner is trying to drive a wedge between her and her clients.

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Raymond James Adds Ex-Stifel Husband-Wife Team In Florida With $262M AUM

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Green Fairways, run by Jim and Kelley Tate, is the latest group to depart Stifel for Raymond James.

As Uncertainty Persists, Consider Closed-End Fund Exposure

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