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Bank of America said in mid-June that it planned to nearly double the number of Series 7 financial advisors serving its mass-affluent Merrill Edge client base to more than 1,000 by 2012. “We now have about 150 Financial Solutions Advisors in branches and plan to go to 500 by year-end, for a total of 1,000 Financial Solutions Advisors,” in both the branches and call center, said Cary Grace, a preferred sales executive at the Bank of America, in an interview. “This is a huge opportunity for us.”

Janet Levaux

Janet Levaux, MA/MBA, is Editor in Chief of Investment Advisor magazine; she has covered the financial markets since 1991 and advisors since 2005. After living in Latin America and Europe as part of her studies at Yale and Johns Hopkins SAIS, Janet worked in Japan and then California, where she earned a business degree, before returning to her hometown of San Antonio, Texas (which turned 300 in 2018).

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