Deals Of The Day: The Latest In Wealth Management M&A – Silverberg, Advisor Group, Prospera

Editorial Staff

18 April 2023

Silverberg Wealth Management, Advisor Group
Silverberg Wealth Management, from Westlake Village, California, has joined NWF Advisory Group, part of Advisor Group, the US network.

NWF, headquartered in Los Angeles, is affiliated with Royal Alliance . The three former Cetera advisors bring $212 million in client assets to the Advisor Group network.

Marcus Silverberg, who is president of Silverberg, has more than 20 years of experience helping clients seek their financial goals. Rounding out his team are financial advisors Victor Mastrella, with 15 years in the business, Gregg Turkin, a 19-year industry veteran and branch operations manager, and Dana Toth, with more than 20 years' experience in the financial services.

Advisor Group said securities and investment advisory services are offered through a raft of firms including Royal Alliance Associates.

Prospera
Prospera Financial Services, a US firm which supports independent advisors, is associating with Howell Wealth Advisors.

Managing director Josh Howell leads the two-member team, which oversees approximately $215 million in client assets and is based in Punta Gorda, Florida, Prospera said in a statement.

Josh Howell, managing director, has nearly 30 years of experience as a financial advisor. He and relationship manager, Liz Fisher, have joined Prospera and continue to serve clients across Southwestern Florida and beyond.

Howell Wealth Advisors became an independent firm in 2014 as Howell Wealth Management.

Prospera was founded in 1982.