People Moves

Merrill Lynch Brings Over Former Wells Fargo Duo To Idaho Office

Tom Burroughes Group Editor April 7, 2017

Merrill Lynch Brings Over Former Wells Fargo Duo To Idaho Office

This publication carries latest news on moves and hires in North America wealth management.

Merrill Lynch has appointed financial advisor Aaron Dykas to its Boise, Idaho office. He comes from Wells Fargo Advisors where he was responsible for $185 million in assets.

Dykas is joined by senior registered client associate Lisa Schaffer, also from Wells Fargo Advisors.

“Their practice is based on helping their clients achieve their goals. Our platform and range of capabilities will allow Aaron and Lisa to meet all of their client needs and continue to grow their practice," Charles McFadden, managing director and market executive of the Oregon/Boise market, said.

Dykas has more than 20 years of industry experience. He works with families, foundations, and corporations to develop appropriate investment strategies that work. He holds a bachelor’s degree in finance from Boise State. Schaffer has worked in the financial services industry since 1993.

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