Lindsay Hans To Succeed Don Plaus as Head of Merrill Private Wealth
Lindsay Hans will succeed Don Plaus as head of Merrill Private Wealth Management, a move causing causing other intra-firm personnel shifts.
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Lindsay Hans will succeed Don Plaus as head of Merrill Private Wealth Management, a move causing causing other intra-firm personnel shifts.
Following Don Plaus's retirement announcement last week, Merrill is moving around longtime veteran insiders to fill his role.
Don Plaus, a Merrill veteran who oversaw the Private Wealth advisors' expansion in Florida, came from a "modest background" but over a long career, rose to lead teams advising many of the world's richest people.
The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.
Andy Sieg discusses Merrill Lynch's relationship with Bank of America, advisor attrition, recruiting and if the firm will ever add an independent channel.