Led by experienced advisors Steve Mills, Brad Bays, Craig Conser, and Wendy Buchanan, the Trinity Capital Management team joins Thurston Capital with offices in Tyler, Nacogdoches, and Dallas, Texas, as well as Great Falls, Montana.
The group brings decades of financial leadership, having previously worked with leading institutions including Smith Barney, Prudential Securities, Merrill Lynch, RBC, Edward Jones, and Wells Fargo Advisors. Their decision to join Thurston Capital underscores our mutual commitment to providing independent advisors with both freedom and the backing of a robust, advisor-centric platform.
“We wanted a real partnership, a strategic partner that knows us, our objectives, and has capital to commit to our business,” said Steve Mills, Partner at Trinity Capital Management.
“Ownership just feels different,” added Craig Conser. “Our team can participate in our success and the success of Thurston, which creates real positive momentum.”
As part of the Thurston Capital network, Trinity Capital will maintain its clearing and custody relationship with First Clearing, ensuring clients continue to benefit from world-class service, advanced technology, and independence at scale.
We’re honored to welcome Trinity Capital Management to our growing platform of independent financial firms. Together, we’re building something extraordinary, where collaboration, innovation, and advisor success lead the way.
Read the full AdvisorHub feature here: https://www.advisorhub.com/resources/thurston-capital-adds-1-3-billion-texas-team-from-wells-fargo-finet/