Merrill Lynch duo managing $200 million joins indie team
Patrick Fontana and Michael Dunham move to Raymond James affiliate in Dallas
Patrick Fontana and Michael Dunham, who managed $200 million at Merrill Lynch in Dallas, have joined Wealth Partners Alliance, a firm affiliated with Raymond James.
Launched in 2019 by former UBS and Wells Fargo advisers, Dallas-based Wealth Partners Alliance managed $655 million and had $400 mil
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