Merrill team managing $250 million moves to Stifel

Merrill team managing $250 million moves to Stifel
J.R. Koeijmans and Lance Whitworth join firm's Dallas office.
APR 24, 2019
J.R. Koeijmans and Lance Whitworth, who managed $250 million in assets at Merrill Lynch, have joined the Dallas office of Stifel, Nicolaus & Co. Separately, John Patterson has joined Stifel's office in Redlands, Calif., from Wells Fargo Advisors, where he was responsible for $65 million in client assets. (More:​ See more adviser moves in InvestmentNews' Adviser on the Move database.) Mr. Koeijmans began his securities career at Merrill Lynch in 2009. Mr. Whitworth began his career at A.G. Edwards in 2005 and moved to Merrill Lynch in 2007. Mr. Patterson began his career at Merrill Lynch in 1993, and moved in 1999 to A.G. Edwards, which was later acquired by Wells Fargo.

Latest News

Mercer Advisors lands third-biggest deal to date with Full Sail Capital
Mercer Advisors lands third-biggest deal to date with Full Sail Capital

With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.

Fintech bytes: FP Alpha rolls out estate insights feature
Fintech bytes: FP Alpha rolls out estate insights feature

Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.

Morgan Stanley, Atria job cut details emerge
Morgan Stanley, Atria job cut details emerge

Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.

Envestnet taps Atria alum Sean Meighan to sharpen RIA focus
Envestnet taps Atria alum Sean Meighan to sharpen RIA focus

The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.

LPL, Evercore welcome West Coast breakaways
LPL, Evercore welcome West Coast breakaways

The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.