The Stanley Edwards Group, which the source said managed $300 million in assets, is led by R. Mitch Edwards and Jeffrey D. Stanley, according to an announcement. They joined UBS in Cincinnati, Ohio, with client associate Erin Purcell.
Source: UBS Recruits $2.5-Million Morgan Stanley Team in Ohio – AdvisorHub
Carson Group, an Omaha, Neb.-based wealth advisory firm with more than $60 billion in assets under management, has lured a Wells Fargo breakaway team overseeing about $1.76 billion in advisory and brokerage assets, in its largest wealth acquisition by assets to date.
RBC Wealth Management-U.S. has wrestled another team from UBS Wealth Management USA and on Friday hired a group that managed $770 million in client assets in Upstate New York.
Source: $770-Million UBS Team Jumps to RBC in Upstate New York – AdvisorHub
Peter C. Laidlaw, who a source said produced $4.1 million in annual revenue, joined Merrill’s private wealth unit on Monday. He reports to Regional Managing Director Tracy Murphy, who leads the Private Wealth West market, according to the spokesperson.
Source: Merrill Lynch Nabs J.P. Morgan Private Banker Managing $2.2B in California – AdvisorHub
he Soteris Private Wealth team is led by Joshua Erickson and Robert Montierth, according to the announcement. The Walnut Creek-based team also includes junior broker Philip Gomez and support staff Ashley Marcelino and Rachel Erickson, Josh’s wife. They produced $4.5 million in annual revenue, Joshua Erickson confirmed.
Source: Sanctuary Adds $800M Merrill Team in California – AdvisorHub
A Merrill Lynch team managing $800 million in assets has broken away from the wirehouse to join independent broker-dealer and advisory firm Sanctuary Wealth in California, according to an announcement on Friday.
Source: Sanctuary Adds $800M Merrill Team in California – AdvisorHub
Rockefeller Global Family Office on Friday landed a Houston-based Merrill Lynch private wealth team producing $14 million in annual revenue, according to a source familiar with the move.
Source: Rockefeller Lassoes $14M Merrill Private Wealth Team in Houston – AdvisorHub