Subscribe

Five-adviser Merrill team managing $280 million joins Stifel

Advisers-descending-stairs

The Bonnette group is opening an office for the firm in Audubon, New Jersey

A group of five advisers managing $280 million at Merrill Lynch in the New Jersey suburbs of Philadelphia has moved to Stifel Nicolaus.

Richard A. Bonnette has 34 years of experience and joined Merrill in 2008, according to his BrokerCheck record. The team joining Stifel in Audubon, New Jersey, includes his sons Richard M. “Eric” Bonnette and Breton Bonnette, along with Edward Ellis and Lawrence Brown.

See the latest Advisers on the Move here.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print