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In the News

Wirehouse Loyalist No More

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

In March, Peter Sargent stunned the wirehouse community by leaving Merrill Lynch to launch Sargent Wealth Management at the Philadelphia, Pa.-based regional firm Janney Montgomery Scott. Sargent, who is 42, worked at Merrill for two decades, and had just begun in January a term as Chairman of Merrill’s esteemed national Advisory Council to Management (ACTM), which advises Merrill management on advisory issues. His career has so far been littered with accomplishments. During his years at Merrill, he was frequently named to Barron’s Top 1,000 financial advisors; in 2006 at the age of 38, he was named among the “Top 40 Advisors Under 40″; and he has often been interviewed by national media outlets for his financial acumen.

As Peter’s friend, confidant, and career advisor for more than a decade, I had the opportunity to talk with him about why he chose to leave Merrill, and what lies ahead.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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