Entries by westcottadmin

Advisers managing $550 million leave Merrill Lynch to create RIA in Florida

MAXIMAI will focus on ultra-high-net-worth clients internationally Sep 13, 2016 @ 11:53 am By Christine Idzelis Investment News — View original article Advisers managing $550 million of assets have left Bank of America Merrill Lynch to create independent advisory firm MAXIMAI Investment Partners in Florida. Lisa van Walleghem and Thomas “Jim” Butler broke away from […]

Global Financial Advisors – Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners

Registered Investment Advisor Based in Coral Gables, Florida, Focuses on Ultra-High-Net Worth Global Clients Multi-Lingual and Multi-Generational Global Advisory Team; Broker Dealer Services through Global Investor Services (GIS) September 13, 2016 10:00 AM Eastern Daylight Time NEW YORK — (BUSINESS WIRE) — Two leading global financial advisors — Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — with […]

Merrill brokers with $550 AUM switch to Dynasty

By Ann Marsh Financial Planning — View original article Published  September 13 2016, 5:35pm EDT Dynasty Financial Partners nabbed four breakaway advisers from Merrill Lynch, who have formed a “multilingual, multigenerational” firm focused on high-net-worth entrepreneurs globally, according to a release. The advisers sought to build a practice “unconstrained by the structure of a one-firm model,” […]