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April 13, 2017 at 09:28 PM
Merrill Lynch says two advisors from Wells Fargo Private Bank – Tim Chapman and Paul Wargnier – have joined the firm. They formed the Chapman Wargnier Group as part of Merrill Lynch’s recently opened Private Banking & Investment Group office in Portland, Oregon.
“The deep knowledge of our Private Wealth Advisors, combined with the strength and depth of one of the world’s largest financial services firms, gives our clients access to advice and strategies typically reserved for large institutions,” said Tracy Murphy, managing director, in a statement.
Chapman began work in the industry in 1994, at Baraban Securities; he later worked for Schwab, UST Financial Services/Securities and Banc of America and joined Wells Fargo in 2009, his FINRA BrokerCheck records show. The advisor and his team had $834 million in client assets several years ago, according to a 2013 Barron’s ranking.
Wargnier has more than 30 years of experience in investment management. In addition to his most recent role at Wells Fargo Private Bank, which he started in 2000, he worked for Trust Company of the West, UBS and Bankers Trust/Alex. Brown, according to Merrill Lynch. On LinkedIn, he says he oversaw $700 million of client assets at Wells Fargo.
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