Deals and People

Retirement Industry People Moves

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

By Javier Simon | April 07, 2017
Page 1 of 5
Marsh & McLennan Agency Acquires Advisory Firm

Marsh & McLennan Agency (MMA) has acquired RJF Financial Services, a retirement advisory firm based in Brooklyn Park, Minnesota.

All RJF Financial employees, including its president and founder Jim McQuillan, will join MMA and continue to work out of the firm’s existing office in suburban Minneapolis.

“I have known and worked with Jim McQuillan and his firm for more than two decades and couldn’t be happier to formalize our business relationship,” says Bill Jeatran, CEO of MMA’s upper Midwest region. “RJF Financial’s experienced and principled people are the right team to expand MMA’s retirement services capabilities into the upper Midwest.”

McQuillan added, “Our team is excited about the additional resources we can now bring to our clients, and eager to help build and grow the MMA retirement services practice in the Minneapolis area and throughout the upper Midwest.”

NEXT: Segal Names Public Sector Market Director