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LPL swipes $580M team from Merrill Lynch

LPL swipes $580M team from Merrill Lynch
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United statesMerrill lynchStrategic wealth servicesGrafton wealth advisors

$580M Fla Team of Siblings Joins LPL From Merrill

A Fla. team of siblings with $580 million in managed assets will form Grafton Wealth Advisors when joining LPL Financial from Merrill Lynch.

United statesTimothy baltzPercy canteenwallaJamesp debuqueDexter graftonKabir sethiSarah graftonTanya carrollStrategic wealth servicesMerrill lynchAtria wealth solutionsWells fargoWintrust financial corpGrafton wealth advisorsWilliam graftonWealth services