Veteran Merrill Lynch FAs Join Kestra
Merrill Lynch has lost a trio of veteran financial advisors to Kestra Private Wealth Services, a RIA subsidiary of Kestra Financial.
Sandusky, Ohio-based True Alpha Wealth Management includes Brian Duttera, Elizabeth Skrinak and Pat Glasgow, who together have more than 75 years of experience in the financial services industry, according to a press release from Kestra.
Duttera started his career at Merrill Lynch in 1987. Glasgow began her career there in 1991, according to their BrokerCheck profiles.
Skrinak had started at MML Investors Services in 2002 and joined Merrill Lynch in 2004, according to her BrokerCheck profile.
“We’re thrilled, energized, and very happy with the support we received thus far,” Duttera says in the press release.
Kestra has been successfully luring advisors from rivals in recent months. In March, Kestra Financial brought on a team of Davis Advisory Group representatives collectively managing $110 million and in February it nabbed two advisors from DA Davidson and Raymond James who collectively oversaw more than $215 million.