RAYMOND JAMES TO ACQUIRE MORGAN KEEGAN & COMPANY
Raymond James Financial, Inc. has entered into a definitive stock purchase agreement to acquire Morgan Keegan & Company, Inc. and related affiliates from Regions Financial, expanding both its private client wealth management and capital markets businesses.
LETTER TO MORGAN KEEGAN CLIENTS REGARDING MERGER ANNOUNCEMENT
Financial Services for Individuals & Business Owners
In today’s world, our clients’ financial lives are multi-faceted and often require complex financial solutions. Morgan Keegan’s knowledgeable financial advisors strive to address all dimensions of your financial life in a comprehensive manner, supported by our firm’s extensive resources of investment offerings and planning expertise.
Working individually with each client, we endeavor to develop valued, long-term relationships by focusing on these important objectives:
- Creation and growth of wealth
- Protection and preservation of wealth
- Distribution of wealth
How Your Accounts are Protected
Morgan Keegan brokerage accounts are protected by the Securities Investor Protection Corporation (SIPC) and by supplemental coverage of up to $124,500,000 obtained through Lloyd’s of London …Take these links to read our client letter (December 2011) or review more detailed information about the protections.
MOR Investing: Winter 2012
Small business owners and those that are self-employed can start the year off right by reviewing or implementing a retirement plan for their employees and themselves. Also, there is still time to make contributions to your IRA or Roth IRA for tax year 2011, and now is a great time to get a jump on saving for your child’s college education. That and more in the latest issue of MOR Investing.