Banking

.4 Billion Merrill Team Prefers Complicated Clients

$1.4 Billion Merrill Team Prefers Complicated Clients

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…

.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep

$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep

Banking

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.…

0 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway

$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway

Banking

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…