The American Association of University Women, Del Mar-Leucadia and Carlsbad-Oceanside-Vista branches invite the public to a special program for women, “Your Financial Journey,” featuring Sherifa El-Mofty, assistant vice president and senior financial advisor at Merrill Lynch Wealth Management.
21.02.2023 - UBS announced today that Financial Advisors Angela Calvin, Amanda Levi, Kristi Thelen and Laura Wellon, in the firm’s Southeast Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list 2023. .
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OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First Republic; and more.
In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.