Marsh & McLennan Agency Acquires RJF Financial Services
05 4월 2017 - 10:00PM
Business Wire
Advisory Firm Adds Retirement Services to Upper
Midwest
Marsh & McLennan Agency LLC (MMA), the middle market agency
subsidiary of Marsh, today announced that it has acquired RJF
Financial Services, a retirement advisory firm based in Brooklyn
Park, Minnesota. Terms of the transaction were not disclosed.
RJF Financial has served retirement plan sponsors, participants,
and business executives in multiple states across the US for more
than 25 years, and has had a strong working relationship with the
people and leadership in MMA’s upper Midwest region. 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,” said 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.”
Mr. 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.”
About Marsh & McLennan Agency
Marsh & McLennan Agency LLC is a subsidiary of Marsh
established in 2008 to serve as a platform for the middle market.
In 2015, it expanded its national footprint into Canada. MMA offers
commercial property, casualty, personal lines, and employee
benefits to midsize businesses and individuals across North
America.
About Marsh
Marsh is a global leader in insurance broking and risk
management. Marsh helps clients succeed by defining, designing, and
delivering innovative industry-specific solutions that help them
effectively manage risk. Marsh’s approximately 30,000 colleagues
work together to serve clients in more than 130 countries. Marsh is
a wholly owned subsidiary of Marsh & McLennan Companies (NYSE:
MMC), a global professional services firm offering clients advice
and solutions in the areas of risk, strategy, and people. With
annual revenue of US$13 billion and approximately 60,000 colleagues
worldwide, Marsh & McLennan Companies is also the parent
company of Guy Carpenter, a leader in providing risk and
reinsurance intermediary services; Mercer, a leader in talent,
health, retirement, and investment consulting; and Oliver Wyman, a
leader in management consulting. Follow Marsh on Twitter,
@MarshGlobal; LinkedIn; Facebook; and YouTube.
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version on businesswire.com: http://www.businesswire.com/news/home/20170405005160/en/
MarshSally Roberts, 303-952-9453sally.roberts@marsh.comorMarsh
& McLennan AgencyJeff Mulfinger,
763-746-8257jeff.mulfinger@marshmma.com
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