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In the News

At 34, and Top-Rated by Forbes, Merrill Advisor Forms His Own Wealth Firm

Posted by Mindy Diamond

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.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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