They Dared to Exit Merrill, Became Renegades In Process

On Tuesday, Sept. 23, managers at Merrill Lynch called a 10 a.m. meeting with senior members of one of the company’s most important teams of financial advisors. Merrill managers in Atlanta were concerned about rumors that the senior team members were planning to quit and open their own independent firm. To lose them would be a blow. The senior team members led a 170-member group overseeing $129 billion in assets on behalf of wealthy individuals and corporate clients. Read Full Article »