Former Merrill Lynch Managing Director Blaine Werner has broken away to launch RIA 44 Wealth Management in partnership with Tru Independence, a platform that provides advisors with technology and business services.
Werner has been an advisor with Merrill since 1977 and managed about $400 million at Merrill in Eugene, Oregon. He’ll be joined by daughter Margo Werner, an advisor, and three client associates. The team focuses mainly on families and business-owner clients and specialize in legacy planning.
“This move allows us to expand our ability to do just that,” according to Werner. “Joining the Tru family will be essential to our success as we continue to navigate the complexities of the launch of an independent wealth management firm.”
Tru Independence, founded in 2014, provides access to technology, in-house C-suite level personnel and specialists in business management.