Two teams of financial advisors managing $950 million in client assets recently jumped to Merrill from Morgan Stanley and JPMorgan Private Bank, according to a press release.
Dustin Elliott, a managing director, and Andrew Bushong, senior vice president, joined Merrill’s Austin, Texas, office led by Market Executive Daniel Frugé. The former Morgan Stanley advisors oversee $450 million and bring a combined 38 years of industry experience to Merrill.
The duo is joined by teammates Katelyn Murff, Abby Sutterman and Hannah Wertz.
Merrill also added Michael Puleio and Laura Bokser to its Private Wealth Management office in New York City under Regional Managing Director Nathan Marsden. Previously at JP Morgan, Puleio, a managing director, and junior partner Bokser manage $500 million in assets for ultra-hig-net-worth clients, including business owners, family offices, and sports figures.