Client segments -static.com
Client segments served
Client segments served
Name Company City Retail HNW* Ultra HNW** Institutional Name Company City Retail HNW* Ultra HNW** Institutional
ALABAMA Duncan, Jerry G. Smith, Tony R.
UBS Financial Services UBS Financial Services
ARIZONA Gale, S. Christopher
Merrill Lynch Wealth Management
ARKANSAS Winburn V, Hardy L.
UBS Financial Services
CALIFORNIA Abrams, Michael L. Arbogast, Peter Bartman, Brett Basch, Andrew Binder, Mark N. Blanchfield, Tom Bolander, Ivar J. Bubb, Kerrick W. Burbank, Mike Burford, Lon E. Chopra, Ash Curtis, Mark T. daRoza, Tony Freides, Drew S. Friedman, Mark Gallo, Robert F. Garcia, Jennifer Leigh Genovese, Michael T. Gray, Eric A. Green, Rick Hartl, Philippe M. Jackson, Dana Jones, Richard B. Jorgensen, Debbie Kanigher, Michael D. Kelly, Inna L.
Wells Fargo Advisors, LLC Merrill Lynch - Private Banking & Investment Group RBC Wealth Management Morgan Stanley Private Wealth Management UBS Private Wealth Management Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management KWB Wealth Managers Group Morgan Stanley Private Wealth Management Royal Alliance Merrill Lynch - Private Banking & Investment Group Graystone Consulting Merrill Lynch - Private Banking & Investment Group UBS Private Wealth Management UBS Private Wealth Management Merrill Lynch Wealth Management Wells Fargo Advisors, LLC Royal Alliance Merrill Lynch - Private Banking & Investment Group Wells Fargo Advisors, LLC Merrill Lynch - Private Banking & Investment Group Graystone Consulting Merrill Lynch - Private Banking & Investment Group Merrill Lynch Wealth Management UBS Private Wealth Management Morgan Stanley Wealth Management
Birmingham Birmingham
XX X XX X
Scottsdale
X XX X
Little Rock
XX X
Palo Alto San Francisco Beverly Hills Los Angeles Los Angeles Newport Beach Santa Rosa Redlands San Francisco Sacramento San Francisco Palo Alto San Francisco Los Angeles San Francisco Walnut Creek Encino Sacramento Los Angeles Los Angeles Los Angeles Menlo Park Century City San Francisco Los Angeles San Francisco
XX
X
XX X
XX X
XX
XX
XX
XX
X
XX
X XX X
X
XX X
XX
XX X
X
X XX X
XX
X XX X
X
X XX X
XX
XX X
XX
XX X
XX X
X
Klein, James R. Kothari, Sonny S. Krenzin, Randy Malone III, Francis X. McClellan, Ryan A. McGrouther, David B. McWhorter, Richard Miller, Martin Minkoff, Steven M. Pence, Laila Pfefferman, Darren A. Piepenkotter, Monica Richards, Perry S. Rothstein, Rebecca S. Schirripa, Joseph J. Schulten, Mark Shadden, John T. Smith, Lawrence E. Vaughan, Gregory V. Walters, Philip S. Weaver, Jason M. Weber, Steven J. Wolfslau, Karl Wong, Jack Young, Cheryl L. Zafari, Reza Zanolli, Greg
Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management Wells Fargo Advisors, LLC Morgan Stanley Private Wealth Management UBS Private Wealth Management Morgan Stanley Wealth Management Merrill Lynch - Private Banking & Investment Group Ameriprise Financial Ameriprise Financial Pence Wealth Management Morgan Stanley Private Wealth Management Merrill Lynch - Private Banking & Investment Group Merrill Lynch Wealth Management Merrill Lynch - Private Banking & Investment Group UBS Financial Services The Schulten Group of Wells Fargo Advisors, LLC Morgan Stanley Private Wealth Management UBS Financial Services Morgan Stanley Private Wealth Management Wells Fargo Advisors, LLC Ameriprise Financial Morgan Stanley Private Wealth Management Morgan Stanley Wealth Management Morgan Stanley Wealth Management Morgan Stanley Wealth Management Merrill Lynch - Private Banking & Investment Group Wells Fargo Advisors, LLC
Los Angeles
XX
Brea
XX
San Jose
XX X
Los Angeles
XX X
Los Angeles
XX X
Menlo Park
XX X
Los Angeles
X
San Carlos
X XX X
San Francisco
X XX
Newport Beach X X X
San Diego
XX X
La Jolla
XX X
Beverly Hills
XX X
Beverly Hills
XX
Beverly Hills
X XX X
Long Beach
X XX X
Long Beach
XX X
Brea
X XX X
Menlo Park
XX
Beverly Hills
XX
Huntington Beach X
Los Angeles
XX
Long Beach
X XX X
Mountain View
XX
Los Gatos
XX X
Century City
XX
Roseville
XX X
COLORADO Di Ianni, Donna M. Dodds, Andrew T. Fowler, Shawn P. Hoover, Carl R.
Merrill Lynch Wealth Management Dodds Wealth Management Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management
Aspen Englewood Denver Denver
XX X XX XX X XX X
CONNECTICUT
Erdmann III, John (Jeff) F. Merrill Lynch - Private Banking & Investment Group
Greenwich
* High net worth (clients with $1m-$10m in investable assets), ** Ultra high net worth (clients with $10m or more in investable assets)
XX X
Client segments served
Client segments served
Name Company City Retail HNW* Ultra HNW** Institutional Name Company City Retail HNW* Ultra HNW** Institutional
Gourd, William C.
UBS Private Wealth Management
Greco, William J.
UBS Financial Services
Mattson Kenworthy, Mary UBS Private Wealth Management
McElroy, Abby Wolman RBC Wealth Management
Somberg, Matthew A.
Gottfried & Somberg Wealth Management, LLC
Spitzbard, Kenneth
SagePoint Financial
Stamford Hartford Stamford Westport Glastonbury Branford
XX
X XX
XX
X XX X
XX
X
X XX X
DISTRICT OF COLUMBIA
Apton, Keith
UBS Financial Services
Haffner, Barry M.
UBS Financial Services
King II, James J.
Merrill Lynch - Private Banking & Investment Group
Nelson, Wayne
Merrill Lynch Wealth Management
Ross, Steven S.
RBC Wealth Management
Slater III, William R.
Merrill Lynch - Private Banking & Investment Group
Walker, Dexter Mead
Morgan Stanley Private Wealth Management
Williams, John M.
Morgan Stanley Private Wealth Management
Washington Washington Washington Washington Washington Washington Washington Washington
XX XX XX X X XX X XX XX X XX X XX X
FLORIDA Aitken, Christopher C. Applewhite III, Eric L. Barcena, Ignacio A. Barnes, John C. Chiavacci, Louis J. Clarke, Peter J. Cogan, Aimee Dwyer, Patrick J. Elwaw, John Esses, Tony Fetterman, Sean Gouraige, Ghislain Johnson, Kevin T. McDonald, Jon Randal Merriam III, William H. Moll, Todd A. Moran, Thomas M. Reznik, Steven P. Silverman, Mickey Simmons, Keith Stephens, Jason E. Sylvia, Kurt F. Viyella, Miguel A.
Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management Wells Fargo Advisors, LLC RBC Wealth Management Merrill Lynch - Private Banking & Investment Group BB&T Scott & Stringfellow Morgan Stanley Wealth Management Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management Wells Fargo Advisors, LLC UBS Financial Services UBS Private Wealth Management Morgan Stanley Private Wealth Management Morgan Stanley Wealth Management Merrill Lynch Wealth Management Provenance Wealth Advisors / Raymond James Wells Fargo Advisors, LLC Raymond James Raymond James Merrill Lynch Wealth Management UBS Private Wealth Management UBS Private Wealth Management Wells Fargo Advisors, LLC
Ponte Vedra
XX X
Boca Raton
X XX
Miami
X XX
Naples
X XX
Coral Gables
X
Palm Beach
XX X
Sarasota
XX X
Miami
X
Miami
XX
Miami
XX
Boca Raton
XX X
Coral Gables
X
Naples
XX
Boca Raton
XX X
Jacksonville
X XX X
Fort Lauderdale X X X X
Naples
XX X
Tallahassee
X XX X
Boca Raton
XX
Miami
X XX X
Naples
XX
Palm Beach
XX X
Miami
XX X
GEORGIA Frank, Brian H. Hansberger, James C. Harbour, Andrew Hines, Michael L. Hughes, Ron Lellyett, Jr., William M. Mericka, Keith A. Merlin, Michael J. Montgomery, John Ryan, Justin P. Wagner, Michael J. Westmoreland, Rod
Morgan Stanley Private Wealth Management Morgan Stanley Private Wealth Management Graystone Consulting Consolidated Planning Corp. / Raymond James Merrill Lynch - Private Banking & Investment Group Raymond James UBS Private Wealth Management Morgan Stanley Private Wealth Management UBS Private Wealth Management UBS Private Wealth Management Morgan Stanley Wealth Management Merrill Lynch - Private Banking & Investment Group
Atlanta Atlanta Atlanta Atlanta Atlanta Atlanta Atlanta Atlanta Atlanta Atlanta Atlanta Atlanta
XX X
XX X
X
X
X XX X
X
X XX X
XX X
XX X
XX X
XX
XX
X
ILLINOIS Baldwin, Patrick Bhatia, Raj Cutilletta, Patricia G. Doerge, Jack O. Easom, William H. Joyce, John C. Leshem, Benjamin Lynch, Kevin R. Magnesen, Scott K. Margolis, Charles B. Meyer, Douglas L. Oberheide, James L. Pfaff, Christopher S. Raihle, Maureen Roeser, Kathleen Schaffer, Michael S. Schuster, Scott Sparks, Walter L. Ver Bockel, John
Merrill Lynch - Private Banking & Investment Group Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management Morgan Stanley Private Wealth Management Morgan Stanley Wealth Management Morgan Stanley Private Wealth Management Hefter, Leshem, Margolis Cap Mgmt Group / Wells Fargo Advisors Morgan Stanley Private Wealth Management Morgan Stanley Wealth Management Hefter, Leshem, Margolis Cap Mgmt Group / Wells Fargo Advisors Wells Fargo Advisors, LLC Morgan Stanley Private Wealth Management UBS Private Wealth Management Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management Wells Fargo Advisors, LLC Dashboard Wealth Advisors / Raymond James The Brechnitz Group of Raymond James Merrill Lynch - Private Banking & Investment Group
Chicago Chicago Chicago Chicago Chicago Chicago Highland Park Chicago Oak Brook Highland Park Deerfield Chicago Chicago Chicago Chicago Lake Forest Oak Brook Decatur Chicago
XX XX X XX
X X XX
X XX X XX X XX XX X XX X
XX X XX X XX XX X XX XX X XX X
White, Brett D. Wilkinson, David M. Wright, David C.
Ameriprise Financial Morgan Stanley Private Wealth Management Merrill Lynch - Private Banking & Investment Group
INDIANA Cooke, Brian F. Cooke, Christopher Gregor, Martin Moore, Christopher P. Payne, Eric Perry, John D. Stscherban, Paul
Cooke Financial Group of Wells Fargo Advisors, LLC Cooke Financial Group of Wells Fargo Advisors, LLC Merrill Lynch - Private Banking & Investment Group Ameriprise Financial Merrill Lynch Wealth Management Morgan Stanley Wealth Management Baird
IOWA Boesen, Bryan Swanson, Keith K.
Morgan Stanley Wealth Management Morgan Stanley Private Wealth Management
KANSAS Ewing, Paul W. Ferguson, Scott D.
Prosperity Advisory Group Morgan Stanley Wealth Management
KENTUCKY Donohue, Dean M. Foutch, Daniel J. Perrone, Thomas
Ameriprise Financial The Foutch Group, Hilliard Lyons Morgan Stanley Wealth Management
LOUISIANA Lewis, Jr., Tandy G. Simmons, Charles L.
Raymond James Ameriprise Financial
MAINE Burns, Jeremiah S.
Morgan Stanley Wealth Management
MARYLAND Baker, Gregory M. Baum, Patricia P. Boggs, Larry D. Eisen, Dean Etergino, Ann Marie Fox, Paul M. Jackson, Margaret M. Kantor, Robert Meredith, Andrew F. Murray, Jonathan P. Pakenas, Betsy Pearce, Kent V. Rosenwald, Beth Sella, Edward Geoffrey Serenyi, Nicholas J. Smith, Edward (Ted) W. Tomick, Paul M.
Merrill Lynch Wealth Management RBC Wealth Management Wells Fargo Advisors, LLC Graystone Consulting RBC Wealth Management Morgan Stanley Wealth Management RBC Wealth Management XML Financial Group Merrill Lynch Wealth Management UBS Financial Services Morgan Stanley Wealth Management Merrill Lynch Wealth Management RBC Wealth Management SPC Financial, Inc. / Raymond James Morgan Stanley Wealth Management UBS Financial Services Janney Montgomery Scott LLC
MASSACHUSETTS Armstrong, Christine Bartholomew, Thomas J. Borden, David Brede, Debra K. Connolly, Jr., Richard F. Corbett, L.O. Patrick Dillon, Sean V. Finn, Daniel N. Javaheri, David R. Joyce, Mark S. Kaplan, Susan C. Larsen, Wyatt Marchese, Michael F. Mason, Robert F. McCauley, Paul J. McGuirk, Gary L. Miller, Paul E. Miller, Richard R. Mullin, Mary B. Nabhan, Edward G. Peckler, Maxwell D. Princi, Peter Rumrill, Dave
Morgan Stanley Wealth Management Bartholomew & Company, Inc. CCR Wealth Management D.K. Brede Investment Management Company, Inc. Morgan Stanley Private Wealth Management Morgan Stanley Private Wealth Management UBS Financial Services Morgan Stanley Wealth Management Morgan Stanley Wealth Management Merrill Lynch Wealth Management Kaplan Financial Services, Inc. UBS Private Wealth Management Axial Financial Group Morgan Stanley Private Wealth Management Merrill Lynch - Private Banking & Investment Group Merrill Lynch - Private Banking & Investment Group Axial Financial Group Ameriprise Financial Merrill Lynch Wealth Management Morgan Stanley Wealth Management UBS Financial Services Graystone Consulting Morgan Stanley Private Wealth Management
Oakbrook Terrace X X
Chicago
X
Chicago
X
Indianapolis Indianapolis Indianapolis Fort Wayne Indianapolis Indianapolis Mishawaka
XX X XX X XX X X XX X XX X X XX X XX X
Des Moines West Des Moines
XX X XX X
Overland Park Leawood
XX XX X
Louisville Glasgow Louisville
X XX X X
X XX X
Shreveport Metairie
X XX X
XX
X
Portland
XX
Bethesda Annapolis Cumberland Potomac Chevy Chase Lutherville Annapolis Rockville Baltimore Hunt Valley Frederick Towson Baltimore Rockville Rockville Baltimore Towson
XX
X XX X
X XX X
XX
XX X
X XX
X XX X
X XX X
X XX X
X
X XX
XX X
X XX
XX
XX X
XX
XX
X
Boston Worcester Westborough Needham Boston Boston Boston Wellesley Wellesley Boston Newton Boston Burlington Boston Boston Boston Burlington Wellesley Boston Boston Boston Boston Wellesley
X
X XX X
X
X
X XX X
XX X
XX
XX X
XX X
X
X
XX
XX
X
X XX X
XX
XX
X
X XX X
XX
XX
XX
XX
XX X
X
Client segments served
Client segments served
Name Company City Retail HNW* Ultra HNW** Institutional Name Company City Retail HNW* Ultra HNW** Institutional
Sharma, Raj Taylor, James W. Whalen, Kevin Wilson, Daniel T. Winthrop, Mark Wolff, Jonathan C. Wood, Thomas
Merrill Lynch - Private Banking & Investment Group UBS Financial Services Morgan Stanley Wealth Management Ameriprise Financial Winthrop Wealth Management Lightship Wealth Strategies, Inc. UBS Financial Services
MICHIGAN Bernecker, Scott D. Kruzan, James B. Long, Timothy J. Migliazzo, Frank Nemes, Charles L. Sanford, Todd A. Towner, Jeff VanDyke, Kevin M. Veldheer, James D. Vigi, Jon Zhang, Charles C.
Merrill Lynch Wealth Management Kaydan Wealth Management, Inc. / Raymond James Merrill Lynch Wealth Management Merrill Lynch - Private Banking & Investment Group Nemes Rush Private Wealth Management of Raymond James Sanford Financial Services, Inc. / Raymond James Merrill Lynch Wealth Management Bloomfield Hills Financial Merrill Lynch Wealth Management UBS Private Wealth Management Zhang Financial
MINNESOTA Boyd, Christina K. Brandt, Thomas J. Eckerline, Peter Macken Elliott, Martha Major, Charles L. Marks, Ben Metcalf, Robert S.
Merrill Lynch Wealth Management RBC Wealth Management Merrill Lynch Wealth Management Mayo Employees Federal Credit Union UBS Private Wealth Management Marks Group Wealth Management UBS Private Wealth Management
MISSOURI Ludwig, John T. Moeller, Michael L.
Morgan Stanley Wealth Management Moeller Group of Wells Fargo Advisors, LLC
NEBRASKA Feltz, Todd A. Garlock, John (Buzz) Jacobitz, Andy J. Leinen, Scott Robinson, Andrew C.
Feltz WealthPLAN, Inc. RBC Wealth Management RBC Wealth Management RBC Wealth Management Morgan Stanley Wealth Management
NEVADA Buckley, Brian J. Chudd, Michael Derhake, Michael A. Jay, Kelly K. Laughton, Jr., James R.
Morgan Stanley Wealth Management UBS Financial Services Wells Fargo Advisors, LLC UBS Financial Services Wells Fargo Advisors, LLC
NEW JERSEY Andreach, Christopher M. Barry, James R. Burke, John B. Cook, Christopher G. Darcangelo, Devin Deatherage, Mary M. Fendrick, Mark Finkel, David R. Gisser, Warren J. Lichtenfeld, Mark L. Matina, Joseph McLaughlin, James M. McPeak, Neil Micera, John P. Ricca, Michael J. Schwartz, Daniel S. Schwartz, Eric R. Walker, Ira Weinerman, David
RBC Wealth Management Merrill Lynch Wealth Management Burke Financial / Raymond James Merrill Lynch Wealth Management UBS Private Wealth Management Morgan Stanley Private Wealth Management UBS Financial Services Merrill Lynch Wealth Management RBC Wealth Management UBS Private Wealth Management UBS Private Wealth Management Princeton Wealth Advisors of Raymond James Wells Fargo Advisors, LLC RBC Wealth Management Morgan Stanley Wealth Management UBS Private Wealth Management UBS Private Wealth Management UBS Private Wealth Management Morgan Stanley Wealth Management
NEW YORK Adamsky, Jonathan Bakshi, Vishal Basu, Ron Bianco, George Boccia, Leonard Bodner, Eric Scott
UBS Financial Services Merrill Lynch - Private Banking & Investment Group Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management Wells Fargo Advisors, LLC Merrill Lynch - Private Banking & Investment Group
Boston
XX X
Boston
XX
Boston
XX
Auburndale
XX
X
Westborough
XX X
Newton Lower Falls X X X X
Boston
X XX X
Grand Rapids Fenton Grand Rapids Troy Novi Portage Grand Rapids Bloomfield Hills Grand Rapids Birmingham Portage
X XX X X XX X X XX X
XX XX X X XX X XX X XX X X XX X
XX X XX X
Wayzata Wayzata Wayzata Rochester Minneapolis Minnetonka Minneapolis
X XX X XX
XX XX
XX XX X XX X
Kansas City Chesterfield
X XX X X XX X
Omaha Omaha Omaha Omaha Omaha
X XX X X XX X X XX X X XX X X XX X
Las Vegas Las Vegas Las Vegas Reno Reno
XX XX XX XX X XX
Red Bank
XX X
Princeton
X XX X
Iselin
XX
Florham Park
XX
Paramus
XX X
Little Falls
XX X
Mt. Laurel
X XX X
Egg Harbor Twp
XX X
Parsippany
XX
Florham Park
XX X
Short Hills
XX
Princeton
XX X
Linwood
X XX X
Florham Park
X XX X
Florham Park
XX X
Paramus
XX
Florham Park
XX X
Red Bank
XX
Florham Park
XX X
New York New York New York New York New York New York
X XX XX XX
XX X XX X XX
Canell, Jay Canell, Neil Cohen, Leigh Condos, Steve Donohue, Mark G. Dyer, Robert C. Filone, Jeffrey Fitzburgh, Richard A. Greenspan, Richard Haberman, Jason Halbfinger, Martin Hart, Andrew Kass, Richard P. Kavallieratos, Nick Kilduff, Sean T. Kingsolver, Susan L. Kleiner, Scott Klingman, Gerard Kobernick, Jeffrey M. Liebers, Lawrence C. Mellert, Douglas M. Naylor, Rachael O'Connell, Daniel Osio, Miguel G. Papandrea, Rocco Piniros, Fotios Poppo, Michael F. Rukeyser, Peter L. Salvino, Richard Sargent, John H. Sawyer, Michael Sax, Ben Schoff, William L. Sechan II, Robert J. Seruya, Mark Steden, Heliane Sukhin, Andrew G. Sullivan, Thomas E. Talish, Joel Temel, Charles S. Toomey, Christopher A. Trikha, Umesh K. Vinder, Ron J. Weil, Noel Weilman, Charles S. Williams, Alexander D. Winik, Jeffrey
Morgan Stanley Wealth Management Morgan Stanley Wealth Management Merrill Lynch - Private Banking & Investment Group Morgan Stanley Private Wealth Management Morgan Stanley Wealth Management Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management RBC Wealth Management UBS Financial Services Morgan Stanley Wealth Management UBS Financial Services Morgan Stanley Private Wealth Management KBK Wealth Management, LLC Morgan Stanley Wealth Management UBS Private Wealth Management Morgan Stanley Private Wealth Management Morgan Stanley Wealth Management Klingman & Associates, LLC / Raymond James UBS Private Wealth Management Merrill Lynch Wealth Management Merrill Lynch Wealth Management Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management Morgan Stanley Private Wealth Management UBS Financial Services UBS Private Wealth Management Merrill Lynch - Private Banking & Investment Group Morgan Stanley Private Wealth Management Morgan Stanley Private Wealth Management Merrill Lynch - Private Banking & Investment Group UBS Financial Services UBS Private Wealth Management Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management Morgan Stanley Wealth Management Merrill Lynch Wealth Management Wells Fargo Advisors, LLC UBS Financial Services Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management UBS Financial Services Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management UBS Private Wealth Management Morgan Stanley Wealth Management
New York New York New York New York New York New York Garden City New York New York New York New York New York New York New York New York New York New York New York New York New York New York New York Garden City New York New York New York New York New York New York New York New York New York Rochester New York New York New York New York Garden City Purchase New York New York New York New York New York New York New York New York
X XX X X XX X
X XX X XX X
X XX X XX X X XX XX XX X XX X XX X XX X
X XX X XX XX X XX X XX X XX X
XX XX
XX X XX X
X XX X
XX X X X X XX XX XX X XX X X XX XX XX XX X XX X XX X XX X XX X XX X XX
NORTH CAROLINA Cash, Gregory M. Ellsweig, Erick J. Fisher, Rick Oliver, William M. Thomas, Stephen L. Wickham, Robert Mitchell
Merrill Lynch - Private Banking & Investment Group Merrill Lynch Wealth Management Fisher Wealth Management Wells Fargo Advisors, LLC Linden Thomas & Co. (Wells Fargo Advisors Financial Network, LLC) Merrill Lynch - Private Banking & Investment Group
Charlotte Greensboro Burlington Charlotte Charlotte Charlotte
X XX X XX X XX XX X
X
OHIO Albach, Brian K. Bowman, James A. Chornyak, Sr., Joseph A. Edwards, Brian J. Ellis III, David W. Kastan, Bradley R. Myeroff, Kevin Shendure, Ashok S. Shendure, Rajanee A. Singer, David L.
Morgan Stanley Wealth Management Raymond James Chornyak & Associates Morgan Stanley Wealth Management UBS Private Wealth Management Raymond James Royal Alliance BDS Financial Network BDS Financial Network Merrill Lynch - Private Banking & Investment Group
Cincinnati Bexley Columbus Columbus Cincinnati Bexley Cleveland Solon Solon Cincinnati
XX X XX X X XX X X XX X X XX X X XX X X XX X XX X X XX X
XX X
OKLAHOMA Lehman, Donald M.
Merrill Lynch Wealth Management
Tulsa
XX
PENNSYLVANIA Archer, Ben Blumenthal, Edward S. Boland, Robert C. Brennan, Patricia C.
UBS Financial Services Janney Montgomery Scott LLC RBC Wealth Management Royal Alliance
Conshohocken Philadelphia Philadelphia West Chester
XX XX X XX X X XX X
Client segments served
Client segments served
Name Company City Retail HNW* Ultra HNW** Institutional Name Company City Retail HNW* Ultra HNW** Institutional
DiValerio, Jr., Anthony J. Kron, David J. Levy, Victor S. Nehrbas, Andrew R. Parker, Sr., John J. Perry, Joseph A. Rohr, Peter A. Salmansohn, Eric Seiler, Thomas A. Strope, Peter M.
Morgan Stanley Private Wealth Management Kron & Polis Financial Group of Wells Fargo Advisors, LLC Levy Wealth Management Group Janney Montgomery Scott LLC Wells Fargo Advisors, LLC Aviso Financial, LLC Merrill Lynch - Private Banking & Investment Group Morgan Stanley Wealth Management Raymond James UBS Financial Services
W. Conshohocken
X
Philadelphia
X XX X
Philadelphia
X XX X
Bryn Mawr
X XX X
Philadelphia
XX X
Southampton
XX
Philadelphia
X
Philadelphia
XX X
Newtown
XX X
Canonsburg
X XX X
SOUTH CAROLINA Edwards, Jr., Howard D. Ellison, Jr., J. Hagood Kibler, E. Robertson Sullivan, Derrick A.
Wells Fargo Advisors, LLC Merrill Lynch Wealth Management Merrill Lynch Wealth Management Morgan Stanley Wealth Management
Charleston Columbia Columbia Charleston
X XX X XX X XX
X XX X
SOUTH DAKOTA Nelson, Todd
Merrill Lynch Wealth Management
Sioux Falls
X XX X
TENNESSEE Gooch III, Robert D. Hassan, Elias (Yaz) Klindt, Eric T. Liles, Malcolm H.
Raymond James Hilliard Lyons Merrill Lynch - Private Banking & Investment Group Baird
Memphis Murfreesboro Nashville Nashville
XX X X XX X
XX X X XX X
TEXAS
Blonkvist, Kevin M.
RBC Wealth Management
Carlson, Randy R.
Merrill Lynch Wealth Management
Clements, Kevin
Morgan Stanley Wealth Management
Coffee, Jr., James L.
Merrill Lynch Wealth Management
Crocker, J. Dow
Raymond James
de Groot, Frederick A. Merrill Lynch Wealth Management
Dodson, Philip M.
Merrill Lynch - Private Banking & Investment Group
Elias, Mark
UBS Private Wealth Management
Emanuelson, Jr., Dwight H. Merrill Lynch - Private Banking & Investment Group
Fox, Leslie B.
RBC Wealth Management
Fuhrmann III, Carl (Triple) I. Merrill Lynch Wealth Management
Hardin, Robert C.
Underwood, Neuhaus & Hardin Group of Wells Fargo Advisors, LLC
Knox, Kerry A.
Merrill Lynch Wealth Management
Kravitz, Ira
UBS Financial Services
Lewis, Jr., Charles J.
Wells Fargo Advisors, LLC
Lorch, Howard S.
The Lorch Group of Wells Fargo Advisors, LLC
Moore, Marie A.
Morgan Stanley Wealth Management
Murray, R. Nelson
Morgan Stanley Private Wealth Management
Nagel, Steven M.
Merrill Lynch Wealth Management
Pearcy, Van M.
Van Pearcy's Wealth Services / Raymond James
Piatas, Richard W.
Merrill Lynch Wealth Management
Price, Randy R.
RBC Wealth Management
Reichek, Mark E.
Merrill Lynch Wealth Management
Robertson, W. Michael Robertson Wealth Management
Schroeder, Ralph J.
Ameriprise Financial
Midland Dallas Dallas Houston Dallas The Woodlands Houston Houston Dallas Houston San Antonio Houston Fort Worth Plano Waco Houston Dallas Houston Dallas Midland Dallas Houston Houston Houston The Woodlands
X XX X XX X
X XX X X XX X
XX X XX X
XX XX X
X X XX
XX X X XX X X XX X
XX X XX X X XX X X XX
X XX X XX X XX XX X XX X X XX XX
Smith, Reed H.B. Tiras, Scott B. Vicknair, Nestor J. Whitehead, Donald L.
Merrill Lynch - Private Banking & Investment Group Ameriprise Financial Merrill Lynch Wealth Management Morgan Stanley Wealth Management
Houston Houston Houston Houston
X XX XX XX
UTAH Mintz, Glen R.
UBS Financial Services
Park City
X XX X
VERMONT Stotz, Timothy E.
Morgan Stanley Wealth Management
Burlington
XX X
VIRGINIA Barnette, Jr., James T. Campbell, Kelly Corey, Lynn Alexis Lee Ford, Brian T. Kim, Soo (Susan) Kurtz, Jonathan R. LeClair, Jeff W. Leonard, Mark F. Lewis, John B. Mahler, Jr., G. Carl Rosenthal, Larry Speck, David G. Sprowls, Ryan C. Stoever, Brude D. Strange, Allan H.
Raymond James Financial Services, Inc. Campbell Wealth Management Morgan Stanley Wealth Management RBC Wealth Management Ameriprise Financial Voya Financial Advisors Wells Fargo Advisors, LLC Morgan Stanley Wealth Management BB&T Scott & Stringfellow The Pinnacle Group / Raymond James Voya Financial Advisors Speck-Caudron Investment Group of Wells Fargo Advisors, LLC Wells Fargo Advisors, LLC Stoever & Palmore Investment Group of Wells Fargo Advisors, LLC Janney Montgomery Scott LLC
Reston Alexandria Alexandria Richmond Vienna Vienna McLean McLean Richmond Midlothian Manassas Alexandria Alexandria Richmond Richmond
XX
X
X
XX X
X XX X
X XX X
X XX X
XX X
XX
XX X
X
XX
X XX X
X XX X
XX X
X XX X
WASHINGTON Braun, Dean Cook, Terry L. Elliott, Patrick D. Hollomon, Stephen J. Matthews, Michael S. Ragen, Cameron Scannell, Erin J. Strong, Robert Tschetter, Richard West, Lowry
Morgan Stanley Private Wealth Management UBS Private Wealth Management RBC Wealth Management Merrill Lynch Wealth Management UBS Financial Services Baird Ameriprise Financial Baird D.A. Davidson & Co. Morgan Stanley Private Wealth Management
Seattle
XX
Bellevue
X
Bainbridge Island X X X X
Seattle
XX X
Bellevue
X XX X
Seattle
X XX X
Mercer Island
X XX X
Seattle
X XX X
Bellevue
X XX
Seattle
X
WEST VIRGINIA Houchins, David L.
BB&T Scott & Stringfellow
Charleston
X XX X
WISCONSIN Burish, Andrew D. Cimino, Vince Epstein, David S. Kowal, Jeffrey D. Meanwell, Walter E.
UBS Financial Services Cimino Wealth Advisors Baird Kowal Investment Group, LLC / Raymond James Wells Fargo Advisors, LLC
Madison Clinton Milwaukee Waukesha Madison
X XX X XX
XX X XX X X XX X
* High net worth (clients with $1m-$10m in investable assets) ** Ultra high net worth (clients with $10m or more in investable assets)
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