A four-adviser team that managed $1.35 billion at Merrill Lynch in Dallas has joined Stifel Nicolaus.
The advisers — Robert DeBeer , Russell May, Stephen DeBeer and Blake Hanna — operate as the DeBeer May Hanna Wealth Management Group.
Robert DeBeer has 36 years of experience and started his career at Blinder Robinson, according to his BrokerCheck report. May has 22 years of experience, starting at UBS in 1998. Hanna has 27 years of experience, starting at Bear Stearns in 1992. Stephen DeBeer joined Merrill in 2013.
The team’s three support staff members also made the move.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
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