Merrill, previously branded as Merrill Lynch, is an American investing and wealth management division of Bank of America.
Eight-person group includes four advisors who had been managing $1.2 billion in client assets, according to an announcement on Tuesday.
Didi Nicolas, a 27-year veteran hired from Morgan Stanley in 2018, was promoted to oversee Merrill Lynch’s Nevada market that includes around 150 brokers.
Bank of America Corp.’s wealthiest clients are flying south to Florida. It’s meeting them there.
Group joining Rockefeller in Irvine had generated $3 million in revenue and follows Rockefeller’s hire last week of a $2.5 million Merrill team in Denver.
Robert Runkle left for Morgan Stanley on Friday after 38 years with the Thundering Herd.
Brett Thelander, a career Merrill manager who was running its ‘Mid-America’ private wealth region, will join Rockefeller after a 90-day garden leave, two sources said.
Former JPMorgan Chase bank-based broker acceded to his former firm’s customer contact block but did not admit wrongdoing.
Team includes two veterans who had spent nearly 50 years combined at Merrill and who managed $1.2 billion in assets.
A New Jersey broker who worked for nine years at a bank branch draws a lawsuit from his former employer after attracting $4 million of client assets to his new posting at Merrill Lynch.
Two-advisor team in Red Bank includes a 27-year Merrill lifer and a 40-year veteran who was with Merrill for 26 years.
A sole public arbitrator granted the former advisor’s request for expungement and said Merrill defamed the broker by not looking into the allegations behind a customer complaint before issuing the termination.