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Month: June 2019
Birmingham financial advisory firm expands with acquisition of Dallas-based firm
A Birmingham-based financial advisory firm is growing through the acquisition of a Texas-based firm. Lisa Narrell-Mead, has entered into a definitive agreement to acquire Dallas-based Everett Advisory Partners LLC through Workplace Advisors LLC, the firm she founded in 2013. Financial details of the deal were not disclosed. Narrell-Mead will serve as CEO of the combined … Read More
Everett Advisory Partners – Workplace Advisors Merger
I am excited to announce the next step in our growth at Everett Advisory Partners as we expand on our merger with Workplace Advisors. Beginning May 1, we have expanded Everett to provide Human Capital Solutions, to include Talent Acquisition and Human Resource Consulting. Managing Directors in this expertise are Corie Robinson, Caleigh Parsons … Read More