April 13, 2018
By Ian Wenik
For the second time in three weeks, a team of Merrill Lynch advisors has departed the wirehouse to set up its own independent shop.
Sandusky, Ohio-based Brian Duttera, Elizabeth Skrinak and Patricia Glasgow have left the firm to establish True Alpha Wealth Management.
Their foray to independence is backed by Kestra Private Wealth Services, a hybrid RIA controlled by Kestra Financial, which supports fee- and transaction-based advisory teams.
