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Industry Spotlight > Women in Wealth

First Republic, Raymond James & RBC Grab Merrill Reps: Recruiting Roundup

By Janet Levaux

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First Republic Bank says that it recruiting six veteran advisors in New York and San Francisco from Bank of America-Merrill Lynch in January.

The five wealth managers joining First Republic in New York are Larry Rothenberg, Shaun Van Vliet, David Farber, Schuyler Perry and Timothy Deygoo.

“First Republic is very pleased to welcome this team of exceptional wealth managers to First Republic,” said Bob Thornton, president of First Republic Private Wealth Management, in a statement. “They share First Republic’s commitment to providing exceptional client service and being active participants in their communities.”

The New York-based advisors have between nine and 30 years of experience in financial services.

In Northern California, Hank Holland moved to Republic from Merrill after nine years as part of Bank of America’s Thundering Herd. He has two decades of industry experience.

Meanwhile in Southern California, Raymond recruited advisor Suzanne LaTour, CFP, CIMA, to the San Diego office of its employee channel, Raymond James & Associates. She comes on board with about $100 million in client assets and roughly $850,000 in yearly fees and commissions.

“I was drawn to Raymond James’ genuine client-first culture,” said LaTour, in a statement.

LaTour began her career in the industry in 1988 in sales before joining Morgan Stanley Smith Barney as a financial advisor in 1993. She moved to Merrill Lynch in 2009.

In Minnesota, RBC recruited Greg Lunak from Merrill Lynch. Lunak, who joins its Stillwater office, has more than 15 years of industry experience. He manages $164 million in assets under administration and has over $1 million in production.

“RBC Wealth Management is proud to welcome Greg to our Stillwater office,” according to Bill Kohn, director of the Stillwater branch. “We are continuing to attract talented financial advisors to the firm and are privileged to have his strong legacy of service and integrity join RBC Wealth Management.”

(In October, the Stillwater branch recruited Thomas Pink, senior vice president and financial advisor, from Wells Fargo Advisors; he had some $154 million in assets and $1 million in production.)

RBC Wealth says it also recruited a new branch director to the Raleigh office: Bob Gipp moved to the firm from Wells Fargo Advisors with four years of industry experience.

For its part, Merrill Lynch says Adam Schur has become part of its White Plains, N.Y. office. Schur worked at Morgan Stanley for nine years; he had had $850 million in assets under management and production of $2 million.

“Merrill Lynch is pleased to have this experienced advisor join our firm,” said Westchester-Greenwich Market Executive and Managing Director Matthew Grossman, in a statement. “Adam joined Merrill Lynch to take advantage of our technology, trust offerings, lending solutions and ability to provide a holistic range of services to make clients’ lives better.”

Last week, Merrill added a $4.5 milllion-producing team from UBS in Texas.

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