Advisers on the Move

Merrill Lynch team managing $220 million moves to Janney

Four-adviser group in Lewes, Del., operates as MCH Wealth Management

Jun 24, 2019 @ 12:43 pm

By InvestmentNews

A team managing $220 million at Merrill Lynch in Lewes, Del., has joined Janney Montgomery Scott.

Consisting of four advisers — Steven Cooper, Trey Hastings, Ronald Miller and Oliver Beck — the team, which operates as MCH Wealth Management, also includes associate Paula Sellers.

Mr. Cooper began his securities career in 1999 at Morgan Stanley and joined Merrill Lynch in 2009.

(More:See more adviser moves in InvestmentNews' Advisers on the Move database.)

Mr. Hastings' career path was similar, starting at Morgan Stanley in 2000 and moving to Merrill Lynch in 2009.

Mr. Miller spent his entire career at Merrill Lynch, starting in 2006.

Mr. Beck joined Merrill Lynch in 2015.


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