National Leader in Faith-Based Investing Transitions to EverSource
Ed Hart Ed Hart

National Leader in Faith-Based Investing Transitions to EverSource

EverSource Wealth Advisors® is pleased to announce that Rachel McDonough, CFP®, CKA®, has joined the EverSource platform. She is transitioning her Wisconsin-based practice from Ameriprise Financial and launching her new brand, Wealth Squared. With more than 18 years’ experience in wealth management, McDonough is a nationally recognized leader in the faith-based investing movement.

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EverSource Adds Wirehouse Breakaway Team
Ed Hart Ed Hart

EverSource Adds Wirehouse Breakaway Team

EverSource Wealth Advisors® Onboards Miller Wealth Management, Expanding Assets on the EverSource Platform to over $600mm

EverSource Wealth Advisors® is pleased to announce the addition of Miller Wealth Management, a financial advisory group previously affiliated with Merrill Lynch. EverSource and Miller Wealth Management, both located in Birmingham, serve clients across the nation.

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