Financial advisor Kevin Robertson moved to Merrill Lynch in Portland, Ore., on Jan. 24 from Piper Jaffray, where he spent almost 11 years. Robertson most recently had $588 million in client assets under management and $1 million in fees and commissions.
Joining Merrill Lynch from Morgan Stanley are financial advisors William Terrell in San Francisco and Quoc “John” Pham in San Jose, Calif.
Terrell moved to Merrill Lynch on Jan. 11 after nearly six years at Morgan Stanley, where he had $137 in client assets under management and $1.4 million in annual fees and commissions.
Pham joined the firm on Jan. 18 after serving at Morgan Stanley for almost four years, following less than a year at Citigroup. He most recently had $82 million in client assets under management and $1.1 million in production.
Also joining Merrill Lynch from Wells Fargo in Scottsdale, Ariz., is Stephanie Greer, who moved to the firm on Jan. 18. Greer joined Wells Fargo in 1999, and most recently oversaw $189 million in client assets and had $958,600 in production.