Wealth and Asset Management
Merrill Lynch forms wealth management group
BofA Merrill Lynch said four financial advisers joined wealth management adviser Emily O'Connell and her team to form OAKS Wealth Management Group. Bob Krumholz and Becca Siegel, who were senior financial advisers at Merrill Lynch, had $1.8 million in production and $270 million in assets under management last year. Jennifer…
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Click here to read the full story: Reuters