Advisors from Wells Fargo have joined a Merrill Lynch team that manages almost $500 million in client assets.
Former Wells senior financial advisors Bob Krumholz and Becca Siegel this week joined Merrill Lynch Wealth Management Advisor Emily O’Connell and her team to form the OAKS Wealth Management Group based in Austin, Texas. Also joining the team from Wells are investment analyst Jennifer Kim and registered senior client associate, McGee Jacobson.
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