$1B Team Leaves Merrill To Go Independent
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A team of Merrill Lynch advisors with more than $1 billion in managed assets is going independent, opting to custody with Schwab.
Michelle Gruber and Alex Markowitz are forming Alteri Wealth in Westlake Village, Calif., about 16 miles outside of Malibu. The firm will specialize in working with business founders and entrepreneurs, physicians, athletes, entertainers, women in transition to retirement and “family stewards” who want multigenerational planning.
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