FUNDRAISING NEWS | May 07, 2024
Financial advisors Logan Reed, James "Jim" English III, Michael Allegra Jr., and Matthew Fleming, have recently launched a new independent practice, Thimble Island Private Wealth. This venture was created through their affiliation with LPL Financial's LPL Strategic Wealth Services. Previously, these advisors were part of Janney Montgomery Scott, managing around $830 million in assets.
Thimble Island Private Wealth operates out of New Haven, Connecticut, where the team aims to provide concierge-level, personalized service to their clients. They have been recognized as the 2024 Forbes Best-In-State Wealth Management Team. Their approach focuses on giving each client detailed and individualized attention to meet their specific financial needs. The team has extensive experience in the financial services industry with English leading the charger with over 50 years of experience.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
