Rockefeller Capital Management
Team led by 22-year Merrill veteran Doug Linker and 17-year Thundering Herder Noel Hodges moves with seven colleagues, but without semi-retired group founder Kevin Ward.
Firm advances its foray into Texas by hiring its second multi-million-dollar team in the Lone Star state in two weeks.
The expanding New York firm led by former wirehouse executive Greg Fleming nabs its first Houston advisor and also on Friday hired a $1.5-million broker in Atlanta from Morgan Stanley.
Morgan Stanley Private Wealth’s John Sargent in New York and Merrill Philadelphia-area broker Jeff Harvey bring the roster of wealth teams at Greg Fleming’s shop to 24.
A solo practitioner and a team, each producing $2 million, joined Rockefeller ahead of the Presidents’ Day weekend.
Father-daughter team in New York join another Morgan Stanley alum at J.P. Morgan, Merrill advisor in Virginia producing $1.7 million arrives at Raymond James, and Rockefeller hires a $1.2 million producer in Washington.
Rockefeller hires three new brokers from the wirehouse in Atlanta, and opens its first office in Florida with two others.