Rosa Quartuci | $3.9M/$500M
Rosa left ML with her partner Todd Gray in Feb 2021. She was a 40- year broker with 26 years at ML with over $500M AUM
“I never thought I would leave”
Louis Meltzer | $7M/$4.4B
Lou left ML NY in Sep 2020 with his partners Jacob Dunn and Hadi Fakhoury. The entire team had over $7B in AUM.
He spent 25 of his 27-year career at ML.
Taylor, 33, had a high internal profile at Merrill. He had been tapped to lead the firm’s Financial Advisor Council to Management in 2021, made keynote speeches at peer-to-peer training programs under the aegis of the firm’s national business development executive Craig Young and ranked on Forbes’ 2020 list of “Top Next-Gen Wealth Advisors.”
Will Trapp | Florence, AL
WILL left ML in Sep 2020 for Morgan Stanley.
“In the last several years, the culture changed dramatically. It really shifted away from an advisory and a service culture to a more of a sales and a product culture”