Neil J. Goetzman and Jeffrey A. Nau, who managed $900 million at Merrill Lynch in Alexandria, Va., have gone independent as Goetzman Nau Financial Partners and affiliated with Raymond James.
Goetzman, the new firm’s managing partner, began his career more than 30 years ago at Merrill Lynch. Nau, the firm’s senior partner, also spent his entire wealth management career at Merrill Lynch, beginning his career there in 1999 and partnering with Goetzman in 2004.
The team also includes financial adviser Gerald Lyon, who joined Merrill Lynch in 2006, and associate Kathy Trzaskoma.
Morgan Stanley was co-lead underwriter for SPCX, reportedly generating $100 million in investment banking fees.
Frank Bisignano adds oversight of the child savings program as advisors weigh its place in family financial plans.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
