• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
    • Diamond Consultants Advisor Transition Report 2022
    • NEW – Edward Jones Advisor Transition Report 2022 edition
    • Merrill Information Hub
    • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools For Advisors
    • NEW – Diamond Consultants Advisor Transition Report 2022
    • NEW – Edward Jones Advisor Transition Report 2022 edition
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

In the News

Career Merrill Broker in Michigan Joins Another Alum’s RIA

Posted by Wendy Leung

September 21, 2020
By Mason Braswell

Transcend Wealth Collective, a registered investment advisory firm founded last year by a former Merrill Lynch complex manager, a former New York Stock Exchange and a former high-yield fund manager, has landed another Merrill veteran.

Andrew Moss, who worked at the wirehouse in Bloomfield, MI, for 26 years, joined Transcend earlier this month to open the New Jersey-based firm’s second office in Birmingham, MI.

Moss produced just under $3 million in the previous 12 months at Merrill, according to Jim Hughes, who left Merrill after 21 years in 2018 and launched Transcend with Duncan Niederauer, the former NYSE CEO and longtime Goldman Sachs trader, and James Didden, the former Blackstone leveraged debt banker.

Read more…

You may also be interested in...

Share
0

About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

    Recent News & Articles

    • Swiss Miss: Why UBS’s deal with Credit Suisse will threaten its hold on rich clients
    • As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits
    • UBS’s recruiting website dances with forced Credit Suisse marriage and field leadership cuts
    • Soul-searching wealth advisors ponder banking turmoil: Where do I want to work?
    • Winners and Losers: The Year that Was in the Wealth Management Recruiting Space
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map