Year Established
1969; subsidiary of Regions Financial since 2001
Senior Management
John C. Carson Jr., Chief Executive Officer
R. Patrick Kruczek, President and Chief Operating Officer
Richard S. Ferguson, President, Private Client Group
Edward Carl Krausnick, Jr., President, Equity Capital Markets
Robert A. Baird, President, Investment Banking
Allen B. Morgan Jr., Chairman Emeritus
Headquarters
Memphis, Tennessee
Branch Offices
Some 300 in the Mid-Atlantic, Southern, and Midwestern U.S. and Texas
Full-Time Employees
Over 3,100
Financial Advisors
Over 1,200
Research Analysts
26 senior analysts covering over 370 companies in 9 industry sectors
Equity Capital
$890 million as of December 31, 2010
Financial Information
Visit our financial information section for the most recent information on Morgan Keegan.
Memberships
New York Stock Exchange, Securities Investors Protection Corporation (SIPC), Financial Industry Regulatory Authority, Inc. (FINRA), Securities Industry Association, Chicago Board Options Exchange
About Morgan Keegan
Morgan Keegan & Company, Inc., is one of the nation's largest regional full-service brokerage and investment banking firms. Through some 300 offices in 20 states, the firm serves the diverse financial needs of individual investors, corporate and institutional clients throughout the U.S. and abroad. The Equity Capital Markets division provides research, trading and investment banking services such as corporate finance, mergers and acquisitions and private equity funding. The Fixed Income Capital Markets division is nationally recognized for its expertise in bond trading, research and underwriting. The Private Client Group division offers comprehensive wealth management services including expertise in estate and financial planning. The Investment Banking division provides comprehensive investment banking services to middle-market companies, private equity firms, venture capital funds, governmental and not-for-profit organizations throughout the U.S.
Affiliated Companies
Regions Morgan Keegan Trust
Morgan Asset Management
Interstate Group
Albrecht & Associates (Albrecht & Associates is a Regions Financial affiliate and a wholly-owned subsidiary of MK Holdings, Inc.)
About Regions Financial Corporation
Regions Financial Corporation, with $132 billion in assets, is a member of the S&P 100 Index and one of the nation’s largest full-service providers of consumer and commercial banking, trust, securities brokerage, mortgage and insurance products and services. Regions serves customers in 16 states across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,800 banking offices and approximately 2,200 ATMs. Its investment and securities brokerage trust and asset management division, Morgan Keegan & Company Inc., provides services from over 300 offices. Additional information about Regions and its full line of products and services can be found at www.regions.com.
Corporate Awards
The Focus List of Morgan Keegan & Company, Inc., ranked second in five-year returns among the recommended stock lists of nine leading national and regional brokerage firms with a 8.76% return for the five years ended December 31, 2011, according to Zacks Investment Research, Inc. Zacks ranks the recommended stock lists of the nation’s leading brokerages every six months.
Morgan Keegan was the nation’s ninth leading underwriter in 2011, serving as book running manager on 488 issues with a par amount of $9.2 billion, according to Thomson Reuters, one of the nation’s leading municipal bond information services.
For the 19th consecutive year, Morgan Keegan dominated municipal bond underwriting in the South Central region of the U.S. in 2011. Serving as senior manager on 175 issues with a par value of $2.8 billion, the firm captured an 18.6 percent market share, according to Thomson Reuters. The six-state region includes Alabama, Arkansas, Kentucky, Louisiana, Mississippi and Tennessee.
Seven Morgan Keegan & Company equity research analysts were named among the best in the nation in the two annual surveys conducted by Financial Times and The Wall Street Journal. Six Morgan Keegan analysts were among the top-ranked stock pickers and earnings estimators in their respective industry sectors in the Financial Times/StarMine 2010 Global Analyst Awards published May 25, 2011:
John Lawrence, Specialty Retail analyst
• #1 Stock Picker in the Specialty Retail category
Lawrence Keusch, Healthcare/Medical Technology analyst
• #1 Earnings Estimator in the Healthcare Equipment & Supplies category
Brent Rakers, CFA, Distribution analyst
• #1 Earnings Estimator in the Trading Companies & Distributors category
J. Keith Johnson, Industrial Manufacturing analyst
• #2 Stock Picker and #2 Earnings Estimator in the Construction Materials Category
• #2 Stock Picker and #3 Earnings Estimator in the Building Products category
Jamie Stockton, CFA, Healthcare Information Technology analyst
• #2 earnings estimator in the Healthcare Technology
Chaz Jones, Maritime Shipping and Transportation Equipment analyst
• #2 Earnings Estimator in the Road & Rail category
Morgan Keegan equity research analysts have appeared in the annual StarMine rankings for nine consecutive years, and this marks the fifth consecutive year that at least five Morgan Keegan analysts were honored. This year they were selected from a group of over 3,600 analysts from 193 firms. Three Morgan Keegan equity analysts ranked #1 in their respective industry sectors.
Also, The Wall Street Journal named Destin Tompkins, CFA, Restaurants analyst, a “Best on the Street” analyst for the second consecutive year. Tompkins ranked fourth in the Restaurants category. Morgan Keegan analysts have been honored for their performance 17 out of the 19 years that The Wall Street Journal has published the survey, including the last 14 consecutive years.
