$1.35B in AUM Merrill Lynch Team Moves to Stifel
DeBeer, May, Hanna Wealth Management Group join Stifel’s broker-dealer in Dallas. A Bank of America Merrill Lynch team bid its Merrill Lynch home of 11 years adieu for a new life at Stifel Financial Corp, according to a Tuesday announcement. DeBeer, May, Hanna Wealth Management—named after advisors Robert DeBeer, Russell May, Stephen DeBeer and Blake Hanna—managed $1.35 billion in client assets at Merrill. “They are considered to be one of the preeminent wealth management teams in...
Source: wealthmanagement.com