History

2000

Introduced the Select Capital Growth Fund as the newest member of the Select Fund Family.

Increased presence in the state of Georgia with the opening of offices in Alpharetta, Augusta, Columbus and LaGrange.

James Parrish named president of Private Client Group division.

Expanded public finance efforts with new fixed income banking offices in Richmond, Virginia, and Charlotte, North Carolina.

Morgan Keegan Trust Company was granted a federal savings bank charter allowing for expansion of services throughout the region.

2001

Merger of Regions Investment Company into Morgan Keegan brings financial advisor count to 900. Morgan Keegan investment services are now offered through over 80 Regions Bank locations.

Doug Edwards appointed president of Morgan Keegan.

Regions Financial, Inc. acquires Morgan Keegan.

2002

Morgan Keegan adds two NYSE seats, bringing total to five seats with combined market value of $10 million.

Fixed Income Capital Markets opens institutional sales offices in Chicago and New York.

Two research analysts earned Best on Street awards from The Wall Street Journal for stock picking and earnings estimates.

Regions and Morgan Keegan combine respective trust divisions to form Regions Morgan Keegan Trust in order to enhance delivery of trust and asset management services to clients.

Morgan Keegan named lead underwriter of municipal bonds in the South Central United States for 2002. The firm has been leading underwriter in the six-state region for nine consecutive years.

2003

Chairman Allen Morgan, Jr. honored by the Securities Industry Association for industry leadership.

John Carson named president of Fixed Income Capital Markets Group.

Doug Edwards appointed chief executive officer of Morgan Keegan. Allen Morgan, Morgan Keegan chairman, named vice chairman of Regions Financial.

Initial public offering of RMK High Income Fund raises $247 million for the closed end fund managed by Jim Kelsoe, Morgan Asset Management. Morgan Keegan served as lead manager for the offering.

Two research analysts honored by NASDAQ StarMine Top Analyst Performances, and three analysts earned accolades as The Wall Street Journal Best on the Street analysts.

2004

Following the Regions and Union Planters merger, Morgan Keegan adds more than 70 new satellite locations in Union Planters Banks. The expanded market area includes several locations in Missouri, Illinois, Indiana, Iowa and south Florida.

Regions Financial successfully completes merger with Union Planters, creating the 15th largest bank holding company in the nation.

Initial public offering of RMK Strategic Income Fund raises $315 million for the closed end fund managed by Jim Kelsoe, Morgan Asset Management. Morgan Keegan served as lead manager for the offering.

John H. "Chip" Grayson named director of Equity Capital Markets Investment Banking Group.

Five research analysts were named in the Forbes.com Top Equity Analysts 2004. Five analysts were also selected as The Wall Street Journal Best on the Street analysts.

2005

MK Holding, Inc. purchases Albrecht & Associates, Inc., a provider of oil and gas asset and corporate divestment services to the energy industry.

The Regions Morgan Keegan Select Value Fund A shares (symbol: RVLAX) ranks first among large-cap value funds for the third quarter in the The Wall Street Journal's Quarterly Mutual Fund Review.

Morgan Keegan reports fourth consecutive year of record revenues and earnings (Annual revenue $810 million; earnings $102 million).

Morgan Keegan & Company extends lease at Morgan Keegan Tower to keep the headquarters operations of the Memphis-based New York Stock Exchange investment firm in downtown Memphis through 2015.

Morgan Keegan equity research analysts win a total of five Best on the Street awards in The Wall Street Journal's Best on the Street 2005 Analysts Survey.

2006

Four Morgan Keegan equity analysts ranked among nation's best in their respective industry sectors by the Forbes.com/StarMine "Best Brokerage Analysts of 2005" survey.

Morgan Keegan reports record revenues of $1.02 billion and record earnings of $151 million.

Three Morgan Keegan analysts are recognized by The Wall Street Journal's "Best on the Street" 2006 Analysts Survey.

Morgan Keegan's Focus List is ranked first among the recommended stock lists of leading national and regional brokerage firms for the second half of 2005 and the first half of 2006, according to Zacks Investment Research, Inc.

2007

As part of the Regions and AmSouth merger, Morgan Keegan acquires AmSouth Investment Services. Morgan Keegan opens more than 80 new satellite locations in Alabama, Mississippi, Georgia, Florida and Tennessee to serve the investment needs of the expanded Regions footprint. Regions Financial successfully completes merger with AmSouth, creating one of the largest bank holding companies in the nation.

For the 14th consecutive year, Morgan Keegan is the top underwriter for municipal bond issues in the South Central U.S. in 2006, according to Thomson Financial.

Morgan Keegan's Focus List ranks first among the recommended stock lists of 13 leading national and regional brokerage firms with an 83.71% return for the three years ended December 31, 2006, according to Zacks Investment Research, Inc.

Six Morgan Keegan equity research analysts are among the top-ranked earnings estimators and stock pickers in the nation in the Forbes.com/StarMine 2006 rankings of Wall Street’s Best Brokerage Analysts.

Morgan Keegan completes the acquisition of Shattuck Hammond Partners LLC, an independent investment banking and financial advisory firm specializing in the healthcare services industry.

Allen Morgan, founder of Morgan Keegan, retires as chairman of the firm and vice chairman of Regions Financial, effective December 31, 2007. Regions Board of Directors recognizes Morgan’s significant contributions to the company by naming him chairman emeritus of Morgan Keegan.

2008

The Regions Morgan Keegan Select Value Fund (symbol: RVLAX) is ranked #1 for overall performance for 2007 by The Wall Street Journal.

John C. Carson, Jr., former president of Fixed Income Capital Markets and an executive managing director of the firm, is named chief executive officer of Morgan Keegan & Company on February 27, 2008. On the same date, R. Patrick Kruczek, former chief administrative officer and director of Equity Research, is named president and chief operating officer of the firm.

Robert A. Baird, executive managing director and former head of fixed income investment banking, is named president of the firm’s Fixed Income Capital Markets Group in March. Kevin Giddis, former manager of retail fixed income trading, is named head of fixed income sales, trading and research.

Seven Morgan Keegan equity research analysts are named among the nation’s best in two annual surveys published by The Financial Times and The Wall Street Journal.

Morgan Keegan opens new branch office in San Antonio, Texas.

Thomson Reuters ranks Morgan Keegan 10th largest underwriter of municipal bonds in nation and the No. 1 underwriter of municipal bonds in the South Central U.S. for the six months ending June 30, 2008.

Shattuck Hammond Partners division opens new office in Nashville, Tenn.

The firm announces the hiring of nine municipal banking, sales and trading professionals in the Northeast, the second expansion in that market in just over a year.

Morgan Keegan acquires Revolution Partners, LLC, a Boston-based investment banking boutique specializing in mergers and acquisitions and private capital advisory services for the technology industry.

Morgan Keegan acquires Burke Capital Group, LLC, an Atlanta-based investment banking firm specializing in mergers and acquisitions and private capital advisory services to financial institutions in the Southeastern U.S.

2009

Morgan Keegan moved into the ranks of the nation’s top ten underwriters of municipal bond issues in 2008, serving as book running manager on 457 issues with a par value of $10.7 billion.

Morgan Keegan led the underwriting effort for the $3.64 million sale of Recovery Zone Economic Development Bonds issued by Lafayette, La., the first municipal debt issuer to take advantage of this federally subsidized program.

Opened new office in Aventura, Florida, and Swansea, Illinois.

Five Morgan Keegan & Company equity research analysts were among the top-ranked stock pickers and earnings estimators in the nation in The Financial Times/StarMine 2009 Analyst Awards.

Morgan Keegan’s Focus List of recommended stocks ranked first among the recommended stock lists of 14 leading national and regional brokerage firms with an 13.09% return for the five years ended December 31, 2008, according to Zacks Investment Research, Inc.