People Moves

Merrill Lynch Hires Advisor Team From Wells Fargo In Wisconsin

Eliane Chavagnon Deputy Editor - Family Wealth Report 8 August 2013

Merrill Lynch Hires Advisor Team From Wells Fargo In Wisconsin

Bank of America Merrill Lynch has recruited a new advisory team from Wells Fargo in the shape of Paul Akre and Laurie Tebon. 

Based in Pewaukee, WI, the team has $223.1 million in assets and over $1 million in production. 

Akre, who joined Wells Fargo in 2003, previously worked at Morgan Stanley for three years and before that at Merrill Lynch for nearly two decades.

Tebon joined Wells Fargo in 2006 and prior to that worked at Landaas & Co.



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