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Snowden Lane Surpasses $1B in Recruited Assets in 2023
The 7th breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million as a VP at Merrill Lynch.
New hampshire
United states
Greg franks
Douglas gill
David armstrong
William trey jones
Upland group
Charles schwab
Td ameritrade
Goldman sachs
Head of enterprise development alison burkett
Jones group
Morgan stanley
Snowden lane
Managing director william
Merrill lynch financial advisor
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