By Amey Stone

It was a big week for advisor hires at Merrill Lynch. The wealth management unit of Bank of America added a half dozen experienced advisors who managed assets totaling more than a billion at their prior firms, according to the company.

The hires include:

Ben Meyers, in La Jolla, Calif., who previously managed $240 million with Morgan Stanley. He will be part of the San Diego & Associates Market led by Market Executive Mark Kremers and Senior Resident Director James Roeske.

Sam Fischer, in Austin, Texas, who previously oversaw $200 million in client assets at UBS. He will be part of the Capital Market led by Market Executive Daniel Fruge.

Doug Cochran, in La Jolla, Calif., who previously oversaw $200 million at Morgan Stanley. He is joined by Client Associate Christina Razzore and will be part of the San Diego & Associates Market led by Market Executive Mark Kremers and Senior Resident Director James Roeske.

Shajhan "John" Sabir, in Tysons Corner, Va., who previously managed $170 million at Wells Fargo. He will be part of the North Virginia Market led by Market Executive Peter Ambrose and Resident Director Blake Scheer.

Rick Rosati, in Minneapolis, who previously managed $120 million at Wells Fargo. He is joining the Oslund Kane Group, part of the Minnesota market led by Market Executive Michael Lawrence.

Burke Coleman, in Albany, N.Y., who previously managed about $100 million at UBS. He is joining the O'Connor Hazelton Group and will be part of the New York Capital Central Market led by Market Executive Dave Cornell.

These six come not long after Micah Scheinberg, who managed $1.9 billion at Raymond James, joined Bank of America Private Wealth in Los Angeles, and Peter Borowsky, who managed $1 billion at UBS, joined Merrill's Rockefeller Center market.

Kenneth Correa, head of business and client development at Merrill, says the new hires build on Merrill's legacy "by thoughtfully adding experienced professionals who align with our client-first culture." With these hires as well as with support for existing advisors and training of new advisors, "Merrill is strongly positioned for continued growth," he says.

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

May 23, 2025 13:53 ET (17:53 GMT)

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