Wachovia poaches three from Merrill

Merrill Lynch alumnus Kurt Peterson previously had assets under management of about $177.5 million.
SEP 26, 2007
By  Bloomberg
Wachovia Securities LLC announced that it has added ten new advisers. The Richmond, Va.-based brokerage unit of Wachovia Corp. recruited three advisers from Merrill Lynch & Co. to work in its private client group in Plano, Texas, according to a Wachovia spokesman. The group included Kurt Peterson, who previously had assets under management of about $177.5 million; Mark Filardi, who had prior assets under management of $98.6 million; and Bradley Vineyard, who had prior assets under management of about $61 million. Mr. Peterson has worked at Merrill Lynch since 1991, Mr. Filardi had been there since 1987, while Mr. Vineyard has worked there since 2000. Wachovia has also recruited seven advisers in other branches including Bethesda, Md.; Charlottesville, Va; Raleigh, N.C.; Garden City, N.Y.; Dallas and San Juan, Puerto Rico.

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