Stephen C. VanSuch, a 28-year industry veteran, joined the company’s Stifel, Nicolaus & Co. broker-dealer on September 27 in Canfield, Ohio and will co-lead the Youngstown market, according to registration records and the announcement. He moved along with client associates Ashley Szanny, Brian Austalosh and Amy Damico Rondinelli, a Stifel spokesperson confirmed.
Source: Stifel Hires Merrill Broker with $500-Mln AUM to Co-Lead Market in Ohio – AdvisorHub
The team, called the Meyer Rotolo Wealth Management group, is led by John W. Meyer and Kevin L. Rotolo and includes Don J. Gallaty II, David J. Indest and Chad P. Dusang as well as client associates Dianne Rovira and Teresa Casey.
Source: Bayou Bounce: Merrill Team With $500-Mln Book Jumps to RayJay in Louisiana – AdvisorHub
Burke W. Francis and his son, Chris, who call their practice the Francis Group, joined LPL’s Strategic Wealth Services channel on September 13 in Westlake, California, according to registration records and the announcement. The elder Francis had spent all but two weeks of his 56-year career at Morgan Stanley and predecessors, according to his BrokerCheck record.
Source: LPL Lands Morgan Stanley Father-Son Duo With $1.2-Bln Book in California – AdvisorHub
The team, called Decision Point Wealth Consulting, is led by veteran advisors Michael “Chad” Pearson, Donis M. Smith and William Paul Patterson and includes support staff Riley Stephenson, Jillian Dempsey and Courtenay Bickler. They had produced $4.8 million in annual revenue at UBS, according to the source.
Source: $4.8-Mln North Carolina Team Waves Goodbye to UBS, Hello To Rockefeller – AdvisorHub
The team is led by Brenda Travaglini, Michael Corcoran, Dennis Murray and Dan Gallagher, who had each spent their decades-long careers with BNY Mellon, according to their LinkedIn profiles and new firm biographies. They, along with three staffers, joined First Republic on Monday, according to an announcement by the hiring firm Tuesday.
First Republic Scoops Up $11-Mln BNY Mellon Team in Boston
Source: First Republic Scoops Up $11-Mln BNY Mellon Team in Boston – AdvisorHub
Joshua G. Parker and Neil Kvasnak, who generated around $3.2 million in annual revenue, joined Rockefeller on Friday at a temporary office in Burlington, Vermont with the intent to move to Palm Beach, Florida, next year, according to a well-placed source at Rockefeller.
Source: $3.2-Million Merrill Team in Vermont Migrates South with Rockefeller – AdvisorHub
The team, which is going by the name of Questar Capital, is led by 29-year brokers Gerry Spitzer and Richard Reyle, who had joined UBS in 2012 by way of Merrill Lynch, where they had started their careers, according to BrokerCheck. They moved Friday to Sanctuary with brokers Toby Sicango and Michael Stabinski, who had joined UBS in 2010 and 2013, respectively, and staffer Alex Davis.
Source: Two UBS Teams with $16.5 Million in Combined Revenue Break Away in NYC – AdvisorHub
Cheryl L. Young, whose team is based in Los Gatos, gave notice on Monday and is expected to officially join First Republic following a 90-day “garden leave” transition period that had been required by her employment agreements, the sources said. She had been generating around $17 million in annual revenue with a $2 billion book focused on wealthy Silicon Valley clients, according to two sources familiar with her practice.
Source: First Republic Signs $17-Million Mega Producer from Morgan Stanley in California – AdvisorHub