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BoA Merrill Lynch Recruits Three Senior Ex-UBS Americas Advisors
Tom Burroughes
28 August 2012
Bank of America's Merrill Lynch has expanded its broker
force in New York and North
Carolina by recruiting three senior advisors from UBS’ Americas
wealth management group, WealthBriefing can confirm. The new hires, who moved to Merrill in early August, managed
more than $323 million in client assets at UBS and generated roughly $3 million
in annual production last year. In New York, Lee Miller and
Andrew Pleat joined Merrill's Saratoga
Springs office after more than five years at UBS
Wealth Management Americas. They managed $182.6 million in client assets
together and had annual production of $1.2 million. In North Carolina, Mark
Kean joined Merrill's Cary
office after eight years at UBS, where he managed $140.5 million in client
assets and generated $1.8 million in annual production. Kean, a roughly
three-decade industry veteran, worked at Citigroup prior to joining UBS's Raleigh office, according
to regulatory filings.