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Wells Fargo Advisors, Merrill Lynch Recruit From Rivals

Eliane Chavagnon

22 October 2014

This week both Wells Fargo Advisors and Merrill Lynch have hired from Ameriprise and UBS respectively. 

Wells Fargo Advisors has hired Zelda Benson in Seal Beach, CA, from Ameriprise Financial Services, where she managed more than $132 million in client assets. She reports to South Bay complex manager, Richard Jacobs.

James Harris has also joined Wells Fargo Advisors in Albany, GA, from Merrill Lynch, along with registered client associate Nanette Brimberry. At Merrill, Harris managed over $102 million in client assets. In his new role he reports to Albany branch manager, Vic Sullivan.

Meanwhile, Kanwar Singh, Rajeev Rathi and Steve Coleman have joined the Merrill Lynch Private Banking and Investment Group in Chicago, IL, as a team – all formerly with UBS. Together they manage $500 million and a production approaching $5 million.