Merrill Loses $135 Million Duo to Independence
By Alex Padalka
Merrill Lynch financial advisors have left the firm to start their own independent wealth management practice.
Advisors Danny Allizadeh and Cary Marger, along with client relationship managers Jessica Colón and Debra Allizadeh, have launched Position Wealth in Woodlands, Texas, partnering with TruClarity Wealth Advisors for investment and operational support, Position Wealth says in a press release
The team previously managed more than $135 million at Merrill Lynch, where they had all met, according to Position.