Erika Wheless

The group includes an advisor who started his career at Merrill in 1977.

This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.

The slate of new hires come from several competitors including Wells Fargo and Edward Jones.

The new recruits include a 34-year industry veteran.

The move is one of the largest of the year.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.

The advisors staff the regional BD’s 17th office in Michigan, where it has been on a recruiting streak.

The team caters to athletes, entertainers, and entrepreneurs.

They all spent over a decade at their former firm.