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February 27, 2020 at 09:46 AM
First Republic Bank has recruited a trio of women advisors from Wells Fargo Private Bank in the Seattle area. Nichole Heidrick, Linda Mauzy and Leigh Flor have been tapped as managing directors and wealth manager with the bank.
“Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals,” according Bob Thornton, president of First Republic Private Wealth Management.
Heidrick has more than 16 years of industry experience, including a stint at Goldman Sachs. Mauzy, CFA, has over 32 years in the business and before Wells Fargo was with Key Private Bank. Flor has worked in wealth management for about 15 years.
Merrill Movement
Meanwhile, Merrill Lynch Wealth Management appointed Michael Simonds to lead its SD Market operations in on Liberty Street in downtown Manhattan, which includes one of the firm’s most historic offices and one of its newest offices in downtown Brooklyn.
(The Sales Department office, known as SD, opened in 1940 at 225 Liberty Street, after the return of Charles E. Merrill to head up the newly merged firm of Merrill Lynch, E.A. Pierce & Cassatt.)
“Michael has been a top performer leading the Rockefeller Center office for nearly a decade,” said Bill Lorenz, Northeast Division executive for Merrill Lynch, in a statement. “We are fortunate to have such a talented professional who is in a great position to take on this role and continue to drive responsible growth in the market.”
Simonds led the firm’s Rockefeller Center office for nine years. He began his wealth management career in 1992 as a financial advisor, and joined the firm in 2010.
Courtney McCarthy, the associate market manager for Rockefeller Center, is taking on the role of market executive on an interim basis.
Kestra News
Kestra Financial says it recruited Ivory Wealth Management out of Essex, Connecticut. The group, which formerly worked with Commonwealth Financial, manages about $214 million in assets.
It is led by Charles Crilly, who has 26 years in the business. Other team members are Jeremy Soboleski, senior vice president and advisor; Kathy Hofmann, operations manager; Tiffany Knoop, vice president and advisor; and Quentin D. Elliott, senior vice president and fixed income strategist.
“Our firm is at a pivotal point in its history. We’ve grown significantly over the years and need a partner equipped to support our ambitions for future success,” according to Crilly.
Kestra Private Wealth Services, an RIA unit of Kestra Financial, recently added OWL Private Wealth Advisors of Bloomfield Hills, Michigan.
OWL includes managing partners Jeffrey Smith, CFP, and Brian Thomas,, who have a combined 40 years of industry experience.
