A four-adviser, seven-person team managing $842 million at Merrill Lynch in Salt Lake City has moved to the Raymond James employee channel.
Advisers Steven G. Williams, Kevin Townsend, Steven R. Williams and Pamela Fisher made the switch, along with practice business manager Kim Smith and senior client service associates Barbara Hillman and Anne Beck. They operate as Williams & Townsend Wealth Management Partners.
Steven G. Williams spent almost 30 years at Merrill Lynch.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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