Another Mile High Move: $5.2-Mln Merrill Team Departs for UBS in Colorado

A Merrill Lynch team in Denver jumped to UBS Wealth Management USA on Friday marking at least the third multi-million dollar exit from the ‘thundering herd’ and the second big Colorado departure ahead of the holiday weekend.  

The group, led by Merrill lifer Mark T. Gregory and his partner Lawrence “Ty” Toriello, had been generating $5.2 million and oversaw around $615 million in client assets, according to two people familiar with their practice. They moved along with a client associates Julie M. Gilewicz and Daphne Wightman, according to registration records. 

The team joined UBS’s Cherry Creek branch reporting to branch manager Mario Rivera and market head Mitchell “Mitch” Markley, who oversaw their recruitment. Read More

Advisor Moves, Development, News