People Moves
Merrill Lynch In US Hires Raft Of Advisors From Rivals
Merrill Lynch has brought in 10 advisors from Morgan Stanley, UBS and Wells Fargo, representing some $1.07 billion in assets and $7.7 million in production.
Joining from UBS in Louisville, KY, the team of Charles Mercer, Marguerite Rowland and Dowell Ryan has around $265.3 million in assets and $2.4 million in production.
Meanwhile, a host of advisors have joined from Morgan Stanley:
- In Mill Valley, CA, Jeffrey Wells represents around $264 million in assets and $1.5 million in production.
- In Greenwich, CT, Keith Ward represents around $136.3 million in assets and $1.58 million in production.
- In Washington, DC, John Forster represents around $110.2 million in assets and $500,000 in production.
- In Red Bank, NJ, Raymond Abbate represents around $102 million in assets and $408,000 in production, and Bob Reinert and Craig Reinert together represent some $92 million in assets and $526,000 in production.
Lastly, Merrill Lynch has hired Terry Schurman from Wells Fargo. He is based in Ponte Vedra, FL, and represents around $101.9 million in assets and $813,000 in production.
