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FUNDRAISING NEWS | October 29, 2024

Report: UBS Recruits Long Island Advisor from Merrill

Tags: Personnel, Financial Advisor Move

Financial advisor Richard Morrow has left Merrill Lynch after 30 years of service and joins UBS Wealth Management, according to an October 28 report from Financial Advisor IQ.

Morrow now operates from UBS’ Garden City, NY office. Prior to his move to UBS, Morrow was a part of Merrill’s Forest Hills Advisory Group based in Great Neck, NY, where he managed $400M worth of client assets.

Making the move with Morrow from Forest Hills are registered client associates JeanneMarie Peters and Cariann Winter.

Source: https://www.financialadvisoriq.com/c/4666514/616824/longtime_merrill_leaves

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