Banking

Team Name: Musgrave Dunn & AssociatesFirm: Merrill Wealth ManagementSenior Members: Travis Musgrave, Timothy Dunn, Valerie MarshallLocation: Lexington, KYTeam Custodied Assets: $1.4 billionBackground: Travis Musgrave attended the University of Kentucky as a pre-med student before ditching medicine for money. After graduating in 1991 with a degree in accounting and finance Musgrave…

Team Name: Merritt Point Wealth AdvisorsFirm: Wells Fargo AdvisorsSenior Members: Jason Andrews, Beth Cutler, Ross BauerLocation: Old Greenwich, CTTeam Custodied Assets: $1.7 billionBackground: A self-described “numbers guy,” Jason Andrews studied accounting and finance at Southern New Hampshire University before starting his career at PaineWebber (later acquired by UBS) in 1999.…

Team Name: The Willenbrock GroupFirm: UBS Wealth ManagementSenior Members: Tad Willenbrock, Elizabeth Willenbrock, Scott AnselLocation: Denver, COTeam Custodied Assets: $770 millionBackground: Tad Willenbrock’s introduction to wealth management came from next door. Growing up in Colorado Springs, he lived beside a Merrill Lynch advisor who told him, after Tad came home…

All of America’s eight globally systemically important banks reported significantly higher revenues and net income than the same period in 2025, and in comparison to the first quarter in 2026. Nothing in banks’ earnings should tell anyone they need to be deregulated, quite the contrary, especially since elevated levels of…