- Adam Hirsch, Stephen Stabile – New York, NY ($8M)- Terri Ucci, Meghan Spear – Chicago, IL ($4.4M)- Christina Yuni – Palo Alto, CA ($500M aum)Mark Gregory & Ty Toriello – Denver, CO ($5.25M)- Brent Hablutzel – Greenwood Village, CO ($8M)- Marci Behman Boston, MA $8M/$1.5B- Mark Moyer – Gainesville, OH ($6.5M/$900M)- Raj Patnaik, Francesco Maranto - Brentwood, TN ($6M)- David Ruben – Bethesda, MA ($5.4M)- Matthew Little, Robert Ebling - Moorestown, NJ ($3M/$250M)- Pat Coyle, John Schmitt, Jean Boudoin – Chicago, IL ($6.7M/$1.3B)- David Mendoza, Matt Mendoza – San Jose, CA ($7M /$2B)- Vishal Bakshi – New York, NY ($12M/$1.5B)- Dean Packard, Scott Lowder, John Vytas Maginnis – Washington, DC ($6.5M/$1B)- Mikail Qazi – Washington, DC ($4.2M/$500M)- Joshua Parker, Neil Kvasnak – Burlington, VT/ Palm Beach, FL ($3.2M/4$00M)- Don Weiher – Ft. Lauderdale, FL ($8M)- Teresa Rutledge, Anthony Custodio – Palo Alto, CA ($4.3M/$1.1B)- John Uriostegui, Rod Nakamoto – El Segundo, CA (3$.2M/$500M)- Roy Maxwell (Max) Alvis team – Lufkin, TX ($3.3M/$460M)- Ash Chopra - San Francisco, CA ($12M/$4B)- Hal Reinstein and Michael Nelson - White Plains, NY ($14M)- Peter Murray, David Peeler, Andrew DiPaola – New York, NY- Jeff Brecht - Sioux Falls, SD ($2M/$400M)- Matthew Tashjian, Jason Farkas - Hartford/Farmington, CT ($3M/$430M)- Keith Householder, Charles Lovell, Mike Haberman, Chris Slowey - Newton/Jenkinstown, PA- Laszlo Vasady-Kovacs – New York, NY ($7M/$900M)- Hirsh Zyskind - Toms River, NJ ($4M/$350M)- Kyle Maxwell, Shawna Alexander, Sean Foust, Kevin Hermis – The Woodlands, TX ($9M)- Ted Rice, Tim Argyres, Nasser Abdulkariem, San Francisco, CA ($6.5M)- Roei Gigi - Great Neck/Long Island, NY ($1B)- Ira Hershkowitz, Matthew Westphal, Erin Westphal, Ryan Clemens - Bellevue, WA ($6M/$1.7B)- Wesley Crowley - Cleveland, OH/ Ned Siegler, OH ($5M/$550M)
Data and number sourced from public domain on advisorhub.com
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Merrill did not protect me or have my back. With The Gershman Group’s guidance, I’ve learn a lot and with my new firm, it has simplified my professional life
– Tony
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ML Exit Interviews
Rosa left ML with her partner Todd Gray in Feb 2021. She was a 40- year broker with 26 years at ML with over $500M AUM
In The News
As if this year wasn’t hard enough on advisors at BOA/Merrill with one of the worst years in the markets…
Merrill Lynch Wealth Management is breaking with tradition next year and will raise production and growth hurdles…
Merrill Lynch’s plan to curtail the credit that brokers can earn on commissions has roiled many of the firm’s 11,000 brokers…
DISCLAIMER: The Gershman Group may or may not have represented the attached list. This is not a recommendation or solicitation to leave Bank of America Merrill Lynch. This is not intended to disparage the firm Bank of America Merrill Lynch. The data displayed is all public records.