Merrill Lynch brokers managing $1 billion move to UBS

Cincinnati sister-brother team and duo in Michigan shift firms.
JUL 12, 2017

A sister-brother adviser team that managed $755 million at Merrill Lynch in the Cincinnati area have moved to the UBS office in Kenwood, Ohio. Jackie Kunkel, who managed $404 million in assets at Merrill Lynch, and her brother, Don Kunkel, who managed $351 million, spent their entire careers at the firm, starting in 1987 and 1996, respectively. Also moving to UBS from Merrill Lynch are Brian Meulebrouck and George Andres, who will work at the firm's office in Birmingham, Michigan. The team, which managed $220 million in assets at Merrill Lynch, carries on a practice started by Mr. Meulebrouck's father Roland, who retired a few years ago. Mr. Andres began his career as an associate with Mr. Meulebrouck's father in 1967; Brian Meulebrouck started his career with them in 1995.

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