People Moves
Merrill Lynch Names Three New Advisors
Merrill Lynch Wealth Management has added three new advisors
to its team, Reuters reports.
Christine Heim,
Michael Lehman, and
Louis Cappitelli manage a total of $442 million in clients
assets. Heim and Lehman both come from Wells Fargo Advisors,
where Heim oversaw $178 million in client assets and Lehman
oversaw $154 million. They will be based in Florham Park, New
York. Cappitelli, who will be based in Juniper, Florida, steps in
from Morgan Stanley Smith Barney, where he was responsible for
$110 million in client assets.
The appointments have been confirmed by a spokesperson for
Merrill Lynch.
