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Merrill Lynch Hires Three Financial Advisors

Eliane Chavagnon Editor - Family Wealth Report 17 December 2013

Merrill Lynch Hires Three Financial Advisors

Merrill Lynch has hired three advisors from UBS, Credit Suisse and Wells Fargo.

Merrill Lynch has hired three advisors from UBS, Credit Suisse and Wells Fargo.

Rodney Woodley has joined from UBS Financial Services in Davenport, IA, with $130,612,000 in assets under management and $987,766 in production. 

In Coral Gables, FL, Daniel Rodriguez is latterly of Wells Fargo and has $1,069,636 in production, while Jeffrey Klinger joined Merrill's private banking and investment group from Credit Suisse First Boston.

Last month, Kendall Cotten joined Merrill Lynch’s private banking and investment group in Dallas, TX. Cotten joined from Goldman Sachs with $325,000,000 in AuM and $1,857,500 in production

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