People Moves
Merrill Lynch, Wells Fargo Advisors Recruit From Rivals
Dale Waters has joined Merrill Lynch from UBS Financial Services with over $185 Million in assets under management and $1.87 million in production.
Dale Waters has joined Merrill Lynch from UBS Financial Services with over $185 Million in assets under management and $1.87 million in production.
Waters joined the Hunt Valley, MD, office and reports to resident director, Adam Grzybowski. The Hunt Valley office is part of Merrill's Baltimore complex and is led by Jeff Lubin.
Meanwhile, financial advisors Alan Sylvestre and Caroline Wall were hired at Wells Fargo Advisors in Mystic, CT, from Merrill Lynch, Pierce, Fenner & Smith, where they managed more than $191 million in combined client assets.
Additionally, financial advisor Trent Alton Birdsong joined WFA in The Woodlands, TX, from UBS Financial Services, where he managed over $100 million in client assets.
