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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Gorman Jones

Profile

Gorman Jones is a boutique investment banking firm providing strategic M&A advisory services to wealth management RIAs, investment consulting firms and broker affiliated teams seeking independence

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  • M&A Insights: Trends, Valuations, and the Road Ahead

    3:55pm