Merrill Lynch loses $600 million team to Texas RIA

The three-member adviser team expands the footprint of Syntal Capital Partners.
AUG 28, 2017

A three-person team managing $600 million at Merrill Lynch Private Banking and Investment Group in Dallas has joined Syntal Capital Partners, a registered investment advisory firm based in Midland, Texas. (More: SunTrust rep managing $260 million goes indie) The addition of the team expands the Texas footprint of Syntal, which was founded in 2012 and is a member of Dynasty Financial Partners. The team is led by Ben Gordon and includes Laura Blair and Collin Hart. Joining them as chief of staff is Risa Kiser, who comes from outside the industry. (More: See all the latest moves in the Advisers on the Move database) Ben Gordon joined Merrill Lynch in 1994 and spent his career there. Laura Blair began her securities career in 1994 at the Chicago Corp., spent short stints with other firms and joined Merrill Lynch in 1999. Colin Hart began his career at Neuberger Berman in 2008 and joined Merrill Lynch the following year.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound