People Moves

Former UBS Advisors Join Merrill Lynch In Colorado

Eliane Chavagnon Editor - Family Wealth Report 17 July 2015

Former UBS Advisors Join Merrill Lynch In Colorado

Merrill Lynch has recruited a former UBS team in Colorado.

Merrill Lynch has hired a new advisor team from UBS in Denver, CO.

Anthony Chevalier and Vance Whitby joined the Denver Mountain office and report to Jason Edelmann, market executive. 

At their former firm, UBS, the team produced over $1.5 million in revenues and advised clients with assets of around $193 million during the past year. 

In its most recent earnings release, Merrill Lynch Wealth Management reported that advisor headcount was up 187 for the quarter, bringing the total to 14,370 – the fifth consecutive quarter of advisor growth.

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