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Financial Advisory  + Wealth Management  | 
Private Advisor Group Adds $90M Tennessee Wealth Firm

Private Advisor Group Adds $90M Tennessee Wealth Firm 

Private Advisor Group, a Morristown, NJ-based independent wealth management firm, has recruited Ethan Campbell, wealth advisor of Woodbury, TN-based Stones River Wealth Management. 

Campbell and his team, which includes wealth advisor Collin Reed and office administrator Alana Hale, takes a “holistic” approach to financial planning and currently oversees a reported $90 million in client assets. 

Campbell will join Private Advisor Group’s affiliate, EPM Financial, to gain “localized support while retaining his current brand,” the firm said. He selected Private Advisor Group for its multi-custodian offering, technology suite, and competitive economics.  

“Mr. Campbell’s decision to join Private Advisor Group underscores our commitment to providing top-tier support and resources to financial professionals seeking to elevate their practice. His knowledge and reputation further enhance our ability to deliver exceptional service and value.” said Verne Marble, director of business development at Private Advisor Group. 

Founded in 1997, Private Advisor Group managed more than $31.5 billion in client assets as of December 31, 2023. 

In February, Private Advisor Group welcomed Poterack Capital Advisory, a $120 million four-person wealth management firm in Morton, IL. Prior to that, the firm added Drake Financial Services, a $100 million Troy, MI-based financial practice. 

Pictured: Ethan Campbell 

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Inside The Story

Private Advisor Group

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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