January 28, 2022
By AdvisorHub Staff
A five-member Knoxville, Tennessee team this week joined UBS Wealth Management USA, exiting Merrill Lynch, where it produced $3.2 million in annual production on $596 million in client assets, according to a source.
Separately, in Birmingham, Alabama, another veteran also left Merrill, after having started his career there in 1999 and remaining for 22-years. The advisor, Michael Player, joined Morgan Stanley on Jan. 21, according to his BrokerCheck record and spokesperson for his new firm.