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Michael Boardman has 30 years of industry experience and has previously held senior leadership roles at Chase Wealth Management, U.S. Bank and Charles Schwab
Tom Nally tells advisors gathered for the firm’s national conference it’s business as usual, even as the DOJ signals more scrutiny of the proposed acquisition by rival Charles Schwab.
Chris Walters, who has been a member of the company's board of directors since 2014, will replace John Clendening as president and CEO of Avantax Wealth Management's parent company.