We asked ML advisors what they're feeling. Here's what they said... 👀

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    WHAT

    The Gershman Group conducted an independent survey, anonymous compiling conversations over the past several weeks to do a pulse check on the current sentiment at ML. 

    WHO

    Our typical respondent is 37-54 years old, with an average book of almost $500M.  Registered for 17 years with $3.9M in revenue as a single producer + rest of the team. 

    WHY

    As we converse daily with dozens of Merrill advisors, we noticed a recurring subject around uncertainty which would lead to the following question: “What are you seeing other FA’s like me do?”

    Some of your colleagues that left

    Mark Gregory | $5.2M

    The group, led by Merrill lifer Mark T. Gregory and his partner Lawrence “Ty” Toriello, had been generating $5.2 million and oversaw around $615 million in client assets out of Denver, CO.

    We’re available now, to help answer any question you have about your transition. Whether you’re already in talks or just considering.

    Terri Ucci | $4.4M

    The group managed $630 million in assets, led by 32-year Merrill lifer Terri B. Ucci, who joined along with advisor Mehgan E. Spear and LaShaunda Idleburg.

    As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to all your questions and negotiate a premium deal.

    Steve Stabile | $8.2M

    The six-person group, led by Stephen M. Stabile and Adam C. Hirsch, managed around $1.8 billion in customer assets, according to two sources familiar with their practice.

    With more than 50 years of experience under our belt there is no situation or book of business we can’t move.

    The Gershman Group was recently featured as the Go-To Consulting firm for Merrill Lynch advisors looking to do their homework about other firms and platforms.

    Services We Provide

    How We Work

    Our Usual Process

    We get to know you and your business.
    We strategize on what’s more important to you
    We’ll set you up with the best options for you
    We’ll begin negotiating to get you the best possible deal
    We handle any complications (there are always a few)

    1. We get to know

    We get to know you and your business.

    2. We strategize

    We strategize on what’s more important to you

    3. We’ll set you up

    We’ll set you up with the best options for you

    4. We’ll begin negotiating

    We’ll begin negotiating to get you the best possible deal

    5. We handle any complications

    We handle any complications (there are always a few)

    97%

    FA satisfaction score

    Join hundreds of ML advisors who also trust TGG to handle their transition