Billion-dollar Merrill rep goes indie with LPL
Alexander Guiliano is launching Resonate Wealth in Ridgewood, New Jersey, along with two staffers.
Alexander Guiliano, who managed $1 billion at Merrill Lynch in Paramus, New Jersey, has launched Resonate Wealth Partners and affiliated with LPL Financial through its service for breakaway brokers, Strategic Wealth Services.
Client relations associates Debbie Appaluccio and Renee Purita are making the move along with Guiliano.
Guiliano had been affiliated with Merrill since 2011, according to his BrokerCheck report.
Guiliano said in a statement that he did two years of research and due diligence before making his move. “I wanted the freedom and flexibility to set up the client experience the way I wanted and build the business on my own terms with the right partners,” he said.
[More: LPL offers advisers access to broker-savvy bookkeepers]
‘IN the Office’ with Jon Foster, CEO of Angeles Wealth Management
Learn more about reprints and licensing for this article.