
Morgan Stanley Smith Barney Wealth Management Team in Memphis Joins Williams Financial Group
The Kinney-Coe Group becomes Dominion Partners, LLC-An Independent Wealth Management Company.
DALLAS, Dec. 29, 2011 /PRNewswire/ -- Williams Financial Group, a privately held Dallas-based financial services firm providing securities, brokerage, advisory and investment services is pleased to welcome Dominion Partners, LLC to join its over 280 affiliated independent Financial Professionals.
With an exclusive focus on integrated, objective, and conflict-free investment advice, Dominion Partners, LLC began operations on December 15, 2011 in Memphis, TN with approximately $155 million assets under management. The company's co-founders and leadership team are Brian Kinney, Nancy Hughes Coe, and Robert Coe. "The group has an impressive background, deep community ties, and a long history of working together, with collectively 40 years of experience providing private wealth services to clients," states Wilson Williams, CEO of Williams Financial Group.
"Dominion Partners was created to enhance our ability to manage our clients' assets objectively and preserve our valued relationships," said Nancy Hughes Coe. "Williams Financial Group and National Financial Services, the clearing firm and subsidiary of Fidelity, are our backbone. We are confident in the strength, stability and scale of WFG and like that it has been based in Dallas for the last 25 years with a strong balance sheet and regulatory framework."
Dominion Partners will manage the complex and sophisticated needs of its wealth management clients by offering independent advice consistent with their client-based culture. Their core investment management philosophy consists of a global capital markets perspective utilizing cash, fixed income, all-cap core equity, commodity related funds and alternatives.
Dominion Partners
An independent private wealth management company headquartered in Memphis, Tennessee offering portfolio management, retirement planning and legacy planning. http://www.dominion-partners.com/ Dominion Partners is a branch office of and Securities offered through WFG Investments, Inc., member FINRA & SIPC, subsidiary of Williams Financial Group. Investment advisory services provided through WFG Advisors, LP. Dominion Partners 6410 Poplar Avenue, Suite #715, Memphis, Tennessee 38119 | 901.969.2182.
Williams Financial Group
Williams Financial Group is a privately held Dallas-based financial services firm providing securities, brokerage, advisory and investment services to over 280 independent Financial Professionals with clients (individual investors and select institutions) whose combined assets under management are approximately $7.1 billion. http://www.williams-financial.com/ Securities offered through WFG Investments, Inc., member FINRA & SIPC, subsidiary of Williams Financial Group. Williams Financial Group 2711 North Haskell Avenue, Suite 2900, Dallas, TX 75204 | 800.225.3650.
Contact: Amy Gottenberg, Director of Marketing [email protected]
SOURCE Williams Financial Group
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