Merrill Lynch team managing $1.25 billion goes indie

March 2, 2021

A four-adviser team managing $1.25 billion at Merrill Lynch has left the wirehouse to form Amplius Wealth Advisors in Blue Bell, Pennsylvania.

The new firm has affiliated with Dynasty Financial Partners.

Formerly known as The Liebman Marks Group, Amplius Wealth Advisors consists of eight professionals, including four advisers: partners Samuel Liebman, Matthew D. Liebman and Aaron Marks, and Patrick J. Swift.

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Merrill Lynch team managing $1.25 billion goes indie

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