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Fossil Rock Private Wealth has officially launched as an independent Registered Investment Advisor in partnership with mFORCE Capital.
The firm will be led by Larry Milton, who brings more than 38 years of experience to the role, including past leadership as senior managing director and financial adviser at Truist Investment Services, Inc. He began his career at E.F. Hutton in 1987 and has held roles at Merrill Lynch and BB&T.
“We are excited to launch Fossil Rock Private Wealth and deliver the full benefits of independence to our clients,” said Milton, Founder and Private Wealth Strategist. “That means centering everything we do on clients to protect their best interests and help them build a strong and enduring foundation to preserve wealth for today and future generations.”
Joining Milton are Robert “Bobby” Brown, senior wealth adviser; Erin Smith, senior client service associate; and Linda Castle, client service associate.
A 1984 graduate of Stephen F. Austin State University, Milton was named an Outstanding Young Alumnus in 2001. He has also served on local school boards and contributes to several community charitable organizations.
Fossil Rock partners with mFORCE Capital, a growing independent wealth management firm, to deliver comprehensive services, including planning, investments, banking, lending, and estate solutions.
“Larry Milton is a highly respected leader and powerhouse in our industry,” said Brad Bruce, founder and private wealth strategist at mForce Capital. “Together, we are committed to delivering an exceptional client experience.”
The firm is supported by Sanctuary Wealth and BNY Pershing, the longest continuously operating bank in the U.S. with a history spanning over 250 years, holding custody of more than $52 trillion in assets.