Bill Wade and Reid Berry Leave Merrill Lynch to Join Stifel in Brentwood, Tennessee

BRENTWOOD, TN — Winthrop & Co. is proud to formally announce that Bill Wade and Reid Berry have joined Stifel, moving their team to the firm's Brentwood, Tennessee office and continuing to serve clients across the greater Nashville area.

Bill brings more than two decades of experience to the move, including nearly twelve years at Merrill Lynch in Brentwood and a decade before that at Banc of America Investment Services. Reid joined Merrill Lynch in 2014 and spent seven years there building the team's practice alongside Bill, serving families, executives, and business owners across Middle Tennessee.

Stifel has become one of the most consistent destinations nationally for wirehouse teams, pairing full-service capabilities with a culture that gives advisors a genuine voice in how they serve their clients. For established teams, the appeal is straightforward: institutional depth without the bureaucracy of the largest firms, and a firm that treats the advisor's client relationships as the advisor's.

Winthrop & Co. worked with Bill and Reid through their evaluation and transition, from the initial confidential conversation through their first day. As with every placement, the process was run quietly, on their timeline, and at no cost to them.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.