Merrill Private Wealth Management said Monday afternoon that it has tapped Lindsay Hans to succeed Don Plaus as head of Private Wealth Management, International and Institutional. For the last six years, Hans has led Merrill's Northeast and Mid Atlantic Divisions.
Plaus announced his retirement this month after 32 years with the company.
Meanwhile, Keith Glenfield will become Merrill’s Northeast Division executive, succeeding Hans. Glenfield previously was head of Investment Solutions & Personal Retirement. And Nancy Fahmy will expand her leadership responsibilities and become the sole head of the Investment Solutions group.
"We have a deep bench of industry-leading talent with diverse perspectives," Andy Sieg, president of Merrill Wealth Management, said in a statement. "Lindsay, Keith and Nancy are top-performing leaders who will continue to advance our modern Merrill strategy in these expanded roles."
Short sellers previously said the company was under investigation, though Roblox denied allegations.
The Consumer Financial Protection Bureau is in the crosshairs of the Republican group that is widely attempting to dismantle government agencies.
National Securities Corp. sued the advisor in 2020, alleging breach of contract and unjust enrichment.
Recent data support a measured pace by the Federal Reserve for the year ahead.
Financial advisors are still adding alternatives despite the surge in publicly traded stock prices
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.
Blue Vault features expert strategies to harness for maximum client advantage.