People Moves

Former JP Morgan Advisor Switches To Merrill

Eliane Chavagnon Editor - Family Wealth Report April 24, 2015

Former JP Morgan Advisor Switches To Merrill

Financial advisor Shawn Gold has taken his practice to Merrill Lynch's advisory office in Princeton, NJ, along with his client associate, Farah Kazmi.

Gold will report to complex director Deborah Shepherd.

Latterly of JP Morgan Private Bank, Gold was responsible for $425 million in client assets under management. He and his team generated over $4 million in revenue last year.

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