The latest moves in wealth management from across North America.

Heritage Trust Company
Heritage Trust has appointed Michael Romero as vice president and relationship manager in the Oklahoma City office to work across a variety of client areas, including trusts, probate, and estate planning and administration.

Romero joins having had nearly two decades of experience at the Baptist Foundation of Oklahoma, where he was most recently senior vice president and chief development officer.

“Mike brings with him an abundance of valuable financial experience, as well as a trust background. He will provide an influx of new ideas and perspective to our clients,” said Kevin Karpe, president of Heritage Trust, which is part of the Argent Financial Group of companies which manages $21 billion in client assets.

Romero also teaches estate planning and administration and business law as an adjunct professor at the University of Central Oklahoma. Karpe said that his expertise in charitable giving and philanthropy will also be “invaluable”.

The Oklahoma-based fiduciary services firm also has offices in Ponca City and Tulsa, under the AmeriTrust brand, and serves US and international clients.

LPL Financial
LPL Financial has brought over financial advisors Casey Craig, PJ Horan, Michael Glassman, Mariah Lightfoot, David Vang and Allen Haney of Highlander Financial Group to its broker-dealer and corporate registered investment advisor platforms.

Highlander's advisors, who serve about $240 million of client brokerage and advisory assets, join from MML Investors Services.

Strategic Wealth Partners Group
Strategic Wealth Partners Group, a wealth management house based in the Chicago and Milwaukee areas, has appointed Kirk Hackbarth, Andrew Cohn, and Joseph Thompson to join its team.

Hackbarth and Thompson join William Perry and Kathleen Dougherty-Klein in the Milwaukee office. Hackbarth serves as a wealth advisor and has over 25 years of experience in the financial services industry. Thompson joins the Milwaukee team as a wealth associate and has been in the industry since 2014. The addition of Hackbarth and Thompson is part of the firm’s strategic plan to increase its capacity as a premier provider of wealth management services throughout Wisconsin.

Cohn joins the firm’s Deerfield office and serves as a retirement plan advisor. He specializes in helping retirement plan sponsors navigate the often complex nature of administering their plans.

Strategic Wealth Partners is a part of Focus Financial Partners, a partnership of independent wealth management groups. SWP had $2.3 billion in assets under advisement as of December 31 last year and was founded in 2008.

Bryn Mawr Trust
Bryn Mawr Trust, which is wholly owned by US-listed Bryn Mawr Bank Corp, has appointed Edward Garris as a vice president and wealth advisor. He reports to Mark Bradford, senior vice president and wealth director. Garris will work from the Berwyn, Pennsylvania Wealth Management office.

Prior to this role, Garris worked at Wells Fargo, where he spent five years advising high net worth clients on tax, business succession, asset protection, estate planning, and charitable giving. Previously, he was an associate attorney for Eccles & McIntosh, PC, where he provided advice and legal counsel to tax-exempt organizations, small to mid-size businesses, and individuals and families. Garris graduated from the University of Texas at Austin and holds a JD from Chicago-Kent College of Law at Illinois Institute of Technology. He has finished coursework qualifying him to become a Certified Financial PlannerTM (CFP®).