People Moves

Financial Advisor Returns To Merrill Lynch In The Lone Star State

Eliane Chavagnon Editor - Family Wealth Report May 26, 2016

Financial Advisor Returns To Merrill Lynch In The Lone Star State

Merrill Lynch has welcomed back a financial advisor in Texas.

Former UBS man John Campanello has stepped into Merrill Lynch’s Southlake, TX, office, re-joining the firm as a senior vice president and wealth management advisor.

Campanello is joined by senior client service associate Peggy Cappelletti, who he has worked with since 1997. Lauren Campanello, his daughter, has also joined the team as a financial advisor trainee.  

Campanello specializes in retirement income planning for affluent executives, business owners, retirees and their families.

He started his career at Morgan Stanley in 1993, leaving the firm in 2001 for Merrill Lynch. He left Merrill to join UBS in 2009.

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