Announced
Completed
Synopsis
Flexpoint Ford-backed Clearstead Advisors, a registered financial advisor, completed the acquisition of Wilbanks Smith and Thomas, a wealth management firm. Financial terms were not disclosed. "Strategic and prudent mergers make us a stronger firm – each brings talent and capabilities to serve clients more effectively, which is our primary focus. This is the impetus for our combination with WST, for which we have the highest hopes," Dave Fulton, Clearstead Chief Executive.
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