Banking
$1.4 Billion Merrill Team Prefers Complicated Clients
Team Name: Musgrave Dunn & Associates Firm: Merrill Wealth Management Senior Members: Travis Musgrave, Timothy Dunn, Valerie Marshall Location: Lexington, KY Team Custodied Assets: $1.4 billion Background: Travis Musgrave attended the University of Kentucky as a pre-med student before ditching…
$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep
Team Name: Merritt Point Wealth Advisors Firm: Wells Fargo Advisors Senior Members: Jason Andrews, Beth Cutler, Ross Bauer Location: Old Greenwich, CT Team Custodied Assets: $1.7 billion Background: A self-described “numbers guy,” Jason Andrews studied accounting and finance at Southern New…
$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway
Team Name: The Willenbrock Group Firm: UBS Wealth Management Senior Members: Tad Willenbrock, Elizabeth Willenbrock, Scott Ansel Location: Denver, CO Team Custodied Assets: $770 million Background: Tad Willenbrock’s introduction to wealth management came from next door. Growing up in Colorado…