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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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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.