Merrill Lynch advisors jumping ship

Merrill Broker Managing Nearly $600 Million Launches Indie Firm with RayJay

A Maryland broker who started his career at Merrill Lynch in 2006 has shed his wirehouse jersey to launch an independent practice with Raymond James Financial Services.

Nathan S. Harris, a perennial Forbes “best-in-state” advisor since 2018, is calling his new practice Covenant Capital. He had been managing $597 million, according to Forbes magazine, which ranked him #79 in Maryland this year. Read More

Advisor Moves, News

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