Stifel lands $1.35B team from Merrill Lynch
The new hires include industry veterans and they join a growing branch in Dallas.
Source: financial-planning.com
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$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 Texas,” said Ron Kruszewski, Stifel chairman and CEO, and James Zemlyak, co-president, in a state...
Source: wealthmanagement.com