From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

The Diamond Podcast for Financial Advisors

09-02-2023 • 58 mins

Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower and 5 years later launching an RIA.

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