People Moves

Three Former Merrill Advisors Establish Wealth Advisory Firm In Virginia

Eliane Chavagnon Reporter May 15, 2013

Three Former Merrill Advisors Establish Wealth Advisory Firm In Virginia

A new independent firm called Heartwood Wealth Advisors has launched in Richmond, VA, serving affluent investors and families throughout the East Coast.

The firm, which since opening in February has added about $350 million in client assets, is run by directors Steve Clarke, Wes Kaufman and Sid Martin.

Clarke, Kaufman and Martin spent the last 16 years working together at Bank of America Merrill Lynch.

Other associates at the firm include Anita Bost, vice president, and senior client associates Tricia Mustico and Pat Yancey.  

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