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Client Recruiting Among Dallas Wealth Advisors ‘FIERCE’ as Firm Builds Local Office

When a local family recently sold its publicly traded oil and gas company, they shunned the typical Wall Street houses and went with an independent wealth management firm Edge Capital to oversee their windfall. The firm did not disclose the name of the family, but the account brought in was north of $100 million. Edge was started at the height of the financial crisis by former managers at some of the biggest banks like Goldman Sachs and Morgan Stanley.  Read the FULL STORY: Edge Capital Partners, Dallas Business Journal


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