Merrill duo managing $900 million goes indie with Raymond James
Neil Goetzman and Jeffrey Nau set up eponymous business in Alexandria, Va.
Neil J. Goetzman and Jeffrey A. Nau, who managed $900 million at Merrill Lynch in Alexandria, Va., have gone independent as Goetzman Nau Financial Partners and affiliated with Raymond James.
Goetzman, the new firm’s managing partner, began his career more than 30 years ago at Merrill Lynch. Nau, the firm’s senior partner, also spent his entire wealth management career at Merrill Lynch, beginning his career there in 1999 and partnering with Goetzman in 2004.
The team also includes financial adviser Gerald Lyon, who joined Merrill Lynch in 2006, and associate Kathy Trzaskoma.
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