Greenville-based Sandlapper Wealth Management LLC recently announced that it will acquire and merge operations with Georgia-based Colony Park Financial Services LLC during the second quarter of 2014.
The merger will bring Colony Park’s 16 producing advisory and brokerage representatives and six offices in Atlanta, Greenville, Los Angeles, New York, Chicago and Cincinnati under the Sandlapper umbrella.
Additionally, Colony Park’s chief operating officer and chief compliance officer Bjorn Jordan will assume the COO position, and Colony Park president and CFO Mark Reinstein will serve as Sandlapper Wealth’s new president and join Sandlapper Securities as executive vice president and national sales manager of the independent broker dealer channel.
Sandlapper currently has 33 producing representatives in 23 locations throughout the U.S.
