Merrill team managing $1 billion goes indie with Kestra
Four-adviser RS Will Wealth Management established in Frederick, Maryland
Four advisers who managed $1 billion at Merrill Lynch in Frederick, Maryland, have formed RS Will Wealth Management and affiliated with Kestra Financial.
Advisers William Coffey, Mark Mayer, Paul McArthur and Morgan “Alex” Kelly made the move.
Coffey has 25 years of experience and had been
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