Family Team Moves $580 Million Portfolio from Merrill Lynch to LPL in Florida
Monday, 25 March 2024, 19:56
Wealth Management Firm Transfers $580 Million Portfolio
A family team managing a substantial $580 million portfolio has decided to move from Merrill Lynch to LPL Financial in Florida. This strategic relocation marks a significant shift in their wealth management approach.
Key Points:
- Amount Transferred: $580 million
- Destination: LPL Financial in Florida
- Objective: Maximizing returns
The family team's decision highlights a strategic move towards optimizing their investment strategies and capitalizing on new opportunities.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.