Four advisers who managed $650 million at Merrill Lynch in Greenville, South Carolina, have launched an independent practice, NorthEnd Private Wealth, and affiliated with LPL Financial.
The group is using LPL’s Strategic Wealth Services offering, which is designed to offer support for breakaway wirehouse brokers who choose not to build in-house capabilities in technology, human resources, marketing and other areas.
Brown started at Merrill Lynch in 2000. Thompson started his career at Merrill in 2000, moved to Raymond James in 2009 and rejoined Merrill in 2016. Gray had worked at Merrill since 2014 and Cluverius started at Raymond James in 2016, and switched to Merrill in 2018.
[More: LPL updates branding message]
The post Merrill Lynch team managing $650 million joins LPL appeared first on InvestmentNews.
As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.