For brothers Brent and Brad Chappell, Merrill was truly a family business, with roots dating back to 1984 when their father Robert first established a practice with the firm in The Woodlands, a suburb of Houston, TX.
This group of Edward Jones advisors recognized that independence was the path most aligned with their values and vision for the future. And when it came to selecting the right partner, Commonwealth was a clear standout.
After two rounds of careful due diligence, UBS advisory team Roy Gutierrez and son David came to the conclusion that both of their futures, their clients, and their business could be better served in independence.
Independence answered this pair’s requirement to gain freedom, control and ownership over their business with the benefit of a turnkey start-up and support—allowing them to focus on serving their high net worth clients, including professional athletes and coaches.
With Kestra Private Wealth Services (PWS), Matt West and David Combs found a team of people with the experience and expertise to help them break away from the wirehouse space and successfully assist the team in launching Canton Wealth Partners in Roswell, GA
Beverly Hills Private Wealth is the first significant Breakaway team to choose Goldman Sachs custody platform for their newly-launched RIA firm.
The rare move by The Wise Investor Group from Baird is one of the largest hires at Raymond James, according to news announcements.
Two Merrill teams managing more than $1B unite to create independent firm Auric Capital Partners with Sanctuary Wealth.
After much due diligence, this young UBS team with $770mm AUM found the ideal path for their independent business with Sanctuary Wealth.
Independent Firm Marriott Wealth Advisors Joins mFORCE Capital via Sanctuary Wealth’s Partnership Program