Erika Wheless

The advisors are based in Florida, while the new executive will oversee the New York tri-state area.

Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.

They left Merrill Lynch and Wells Fargo to join their new firm.

The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.

Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.

“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.

They join a growing St. Louis branch that RBC opened in 2018.

One of the certifying organizations has taken a Netflix-like approach to advisor education.

The advisors defected from rivals UBS and Merrill Lynch.

In both moves, fathers brought their children to work as colleagues.

Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.

The 30-year industry vet launched a firm on the Dynasty platform citing better technology and “freedom” as reason for the move.

One of the new hires had been with the wirehouse since starting his career there 22 years ago.

The advisors had been with their former employer for 11 years.

The newly independent advisor oversaw $92 million in client assets.