Saturday, November 21, 2015

Merrill Advisors With $500M Go Indy

A former Merrill Lynch team with $500 million in client assets has launched an independent practice with Focus Financial Partners, the firm said.
Merrill Lynch & Co.

Advisors Paul Squarcia and Erik Wallin have opened a new RIA, One Charles Private Wealth, in Hingham, Mass., according to Focus Financial.

The firm was launched through Focus Independence, a program designed to help wirehouse advisors open independent wealth management practices, the firm says.

Merrill Advisors With $500M Go Indy | IAG Breaking News:



Post a Comment