Mindy Diamond Mentioned
By Jane Wollman Rusoff
As a young Bank of America mortgage underwriter, Michael Henley hated to constantly deliver bad news to people. So shortly after Merrill Lynch was acquired by BofA in 2009, he quickly answered a job post by Merrill that pushed his future in a sharply different direction.
And it was indeed the right move. After nine years with Merrill, Henley, with $930 million in AUM, just launched an independent advisory practice with his team of eight intact.
You listen to podcasts while walking your three dogs!
Yes. I’ve been following the independent space with Michael Kitces’s and Mindy Diamond’s podcasts about advisors who have gone independent and what it’s like.
