People Moves

Wachovia Securities Hires Financial Advisors

Stephen Harris 26 September 2007

Wachovia Securities Hires Financial Advisors

Wachovia Securities, the corporate, investment banking and capital markets arm of US bank Wachovia, has recruited three advisors from Merrill Lynch to work for its private client group in Plano, Texas. According to Dow Jones, the group comprised Kurt Peterson, who had prior assets under management of about $177.5 million, Mark Filardi, who had prior assets under management of about $98.6 million, and Bradley Vineyard, who had prior assets of about $61 million. They had worked at Merrill since 1991, 1987 and 2000 respectively. Wachovia Securities has also recruited seven advisors in other branches, including Bethesda, Charlottesville, Raleigh, Garden City, Dallas and San Juan, Puerto Rico.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes