People Moves
Wachovia Promotes for New Florida Wealth Strategy Head
Wachovia Wealth Management has appointed William Bourbeau as
wealth management director in Florida, succeeding Anne Alexander,
who has been appointed executive of strategy and execution for
the wealth markets group, based in Jacksonville.
Mr Bourbeau, who was previously head of the premier banking and
investment group at Bank of America in Florida, will be based in
Palm Beach.
Prior to his stint in Flordia, he led Bank of America's private
bank group in northern California and was national director of
talent planning for the private bank. Before this he spent nearly
15 years with Merrill Lynch.
The Florida wealth markets group, serves clients with $10 million
in net worth and/or $5 million to $50 million in investable
assets.
Mr Bourbeau will head the group's team of nearly 200 relationship
managers and associates based in 17 offices throughout
Florida.
