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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Chad Goodchild

Merrill Moves: $441 Million-AUM Duo Leaves to Launch RIA, Chase Private Client Advisors Hired in NY

Merrill Moves: $441 Million-AUM Duo Leaves to Launch RIA, Chase Private Client Advisors Hired in NY

By Jake Martin, AdvisorHub – As two Merrill Lynch veterans left to launch their own registered investment advisory firm, the wirehouse hired a pair of JPMorgan Chase Private Client advisors into its Accelerated Growth Program, underscoring the brokerage’s continued focus on cultivating early-career and novice brokers.

Merrill Team Jumps Ship for TruClarity-Backed Independence

Merrill Team Jumps Ship for TruClarity-Backed Independence

By Asia Martin, WealthManagement.com – Two former advisors who managed a combined $441 million at Bank of America Merrill Lynch launched a new registered investment advisory firm in Pittsford, N.Y. The advisors, Chad Goodchild and Jacob Schlicht, set up Kickstand Wealth Advisors with TruClarity Wealth Advisors’ RIA Platform. Joining Goodchild and Schlicht are Devyn Squires, wealth planner, and Christine Fusare, director of client services.

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