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Tag Archives: Wells Fargo Advisors

Board chooses firms to manage hospital trust fund

COLUMBUS — Two financial firms have been selected to manage Lowndes County’s $30-million hospital trust fund. The Lowndes County Reserve and Trust Fund board of trustees voted unanimously Tuesday to select Stephens Capital Management and Renasant Wealth Management to manage and invest the money from the county’s hospital sale. Twelve firms had initially offered proposals. The board selected three to ...

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Three join new office

Arthur Finkelberg CFA, CFP; Al Green, CFP, and Butch McKenzie recently joined the newly opened office of Raymond James. Finkelberg and McKenzie both came to Raymond James from Wells Fargo Advisors. Green joined from UBS. Finkelberg joined Raymond James as senior vice president, investments and has 29 years of experience as a financial advisor. He attended school at the State ...

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