A four-adviser, seven-person team managing $842 million at Merrill Lynch in Salt Lake City has moved to the Raymond James employee channel.
Advisers Steven G. Williams, Kevin Townsend, Steven R. Williams and Pamela Fisher made the switch, along with practice business manager Kim Smith and senior client service associates Barbara Hillman and Anne Beck. They operate as Williams & Townsend Wealth Management Partners.
Steven G. Williams spent almost 30 years at Merrill Lynch.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
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