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History: 1996-1999

1996

Firm reports record revenues of $300 million and equity of $169 million.

Named one of the Top 200 Small Companies in America by Forbes magazine.

Named leading underwriter of municipal bonds in the South Central region of the United States for the fourth consecutive year by Securities Data Company.

1997

Firm’s total assets increased for the seventh consecutive year, surpassing $1 billion for the first time.

The Conference Board names Morgan Keegan 13th among the world's 20 fastest-growing companies.

Acquisition of Knox, Wall & Company, an Atlanta-based underwriting firm, and Weibel, Huffman, Keegan, a Memphis-based investment manager.

Formation of Family Office Services Corporation after purchasing the assets from Fiduciary Associates, Inc. of Orlando, Florida.

1998

Recognized by Money magazine as one of the Top 50 Stocks of the 1990s.

Opened Mandeville, Louisiana branch office.

Reported annual revenues of over $400 million, the third consecutive year of record revenues.

Two analysts named to The Wall Street Journal's 1998 All-Star Analysts.

Southern Capital Fund named one of the top regional growth funds by Investors Business Daily, Wall Street City, and SmartMoney magazine.

1999

Added two new outside directors, Robert M. Solmson and Spence L. Wilson, and G. Douglas Edwards, president of Fixed Income Capital Markets, to board of directors.

Opened new offices in Richmond, Sarasota, Palm Beach and Covington, Kentucky, and a second location in Houston.

Also added a Fixed Income Investment Banking office in Gainesville, Florida.

Introduced the Select Fund, with an intermediate and long term bond mutual fund.

Introduced Efolio®, an online interactive portfolio management system for institutional fixed income clients.

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