Merrill Lynch loses $1 billion Georgia team to RIA channel

Four-adviser group in Savannah creates Sounds View Wealth Advisors

Mar 26, 2018 @ 2:17 pm

By InvestmentNews

A group of four advisers who managed $1 billion at Merrill Lynch in Savannah, Ga., have left to form Sound View Wealth Advisors, a registered investment advisory firm.

The principals of the new firm, which was launched with the help of Focus Financial Partners, are Kelly Bouchillon, Melissa Bouchillon, Emerson Ham III and Edward Ambrose.

Kelly Bouchillon was a career Merrill Lynch broker, starting her career there in 1989. Melissa Bouchillon began her career there in 2004.

Emerson Ham III and Edward Ambrose were with Merrill Lynch throughout their careers as well, beginning in 1992 and 2011, respectively.

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