Latest news with #MerrillLynch
Yahoo
16-06-2025
- Business
- Yahoo
Advisor Team with Over $300 Million In Assets Joins Ameriprise Financial for Independence, Leadership and Financial Planning Capabilities
Ameriprise Welcomes Allegiant Private Wealth, led by Private Wealth Advisor Christine Selzer, from Merrill Lynch MINNEAPOLIS, June 16, 2025--(BUSINESS WIRE)--Private wealth advisory practice, Allegiant Private Wealth, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with over $300 million in assets. The practice, located in Ocean City, M.D. is led by Private Wealth Advisor Christine Selzer, CFP®, and includes Private Wealth Advisors Brian Selzer, CRPC™ and Brody Grove, CFP®. The move was driven by the team's desire for greater independence and a stronger emphasis on investment management aligned with comprehensive financial planning. "After two decades of operating within a bank structure, it became clear that our long-term vision was better aligned with an independent model," said Christine Selzer. "We were looking for a partner that offers independence, places financial planning front and center, and demonstrates a shared commitment to enhancing the client experience. Ameriprise checked all the boxes." Selzer also cited the firm's hands-on leadership as a reason for joining. "The leadership and support teams at Ameriprise are committed to advisors' and clients' success, and we're excited to leverage their expertise." "We're energized to now be at a firm where we can run our business on our own terms while staying focused on what matters most – our clients," Selzer added. Allegiant Private Wealth provides comprehensive advice to clients to help them achieve the goals they have for themselves and their families. The practice includes Administrative Assistant Kendall Holmes and Client Relationship Manager Melanie Konoski. They are supported locally by Ameriprise Franchise Field Vice President Athena McGuire and Ameriprise Regional Vice President Thomas North. Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years1. To find out why experienced financial advisors are joining Ameriprise, visit About the Ameriprise Ultimate Advisor PartnershipThe Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company's culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth. About Ameriprise FinancialAt Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years2. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. 1 Ameriprise Financial Q4 2024 Earnings Release.2 Company founded June 29, 1894 Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. View source version on Contacts Allison Harries, Media Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Time of India
09-06-2025
- Sport
- Time of India
Tom Brady's college resume is going viral and it screams 'Please hire me'
/File Before he was winning Super Bowls, Tom Brady was applying to Merrill Lynch and his resume proves even the GOAT once feared not making it to the NFL. There's something oddly comforting about seeing that even Tom Brady had a backup plan. Long before he became the face of the NFL, the 7-ring dynasty builder, and the greatest quarterback to ever do it, he was just Thomas E. Brady, Jr.—a University of Michigan senior with a 3.3 GPA and a resume that screamed 'hire me for your finance internship.' No bold NFL predictions. No dreams printed in gold. Just a kid trying to get a job preferably one that didn't involve sacking groceries. Fans can't believe how normal this resume is and how little it says about football So here's the deal: the resume is legit. It lists internships at Merrill Lynch (yup, as a sales assistant), golf club jobs, and some assistant work at a summer music festival. There's even a bullet point about 'replacing inventory using a bar coding system,' which somehow feels more shocking than anything he ever did in a Super Bowl. But what's wild? Football barely gets a mention. Buried in the 'Additional' section, you'll find the quietest flex of all time: 'Elected Team Captain of 1999 University of Michigan Football Team' 'Guided football team to 1998 Big Ten Championship' 'Participant in 1999 Citrus Bowl and 1998 Rose Bowl' That's it. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Keep Your Home Efficient with This Plug-In elecTrick - Save upto 80% on Power Bill Learn More Undo No stats. No mentions of comeback wins. Just a casual line or two, like being Michigan's starting quarterback was a part-time gig. And honestly? That's what hits hardest. This wasn't some senior year joke or motivational prop. Brady genuinely thought he'd need to fall back on this. He wasn't even drafted until pick No. 199 in the 6th round and at the time, there was no reason to believe he'd ever play a snap, let alone change the entire quarterback conversation forever. This was his safety net. Merrill Lynch over Monday Night Football. Cubicles over Canton. NFL fans are loving the underdog energy and the painfully relatable job hunt vibes Once the resume started making rounds on social media, the reactions poured in fast: Tom Brady's old resume is a total reset button. It shows you that not even the greatest quarterback of all time was guaranteed a shot. He worked like the rest of us. Interned like the rest of us. And printed out a Word doc resume like the rest of us. Also read - Whose wedding did Travis Kelce take Taylor Swift to? NFL fans finally have the answer
CBS News
06-06-2025
- Business
- CBS News
Free admission to 5 Chicago-area museums for Bank of America cardholders this weekend
Bank of America cardholders will be able to enjoy free admission to five Chicago-area museums this weekend. The program provides free general admission to Bank of America, Merrill Lynch, and U.S. Trust credit and debit cardholders. Participating museums this year include: Art Institute of Chicago Illinois Holocaust Museum & Educational Center in Skokie Museum of Contemporary Art Museum of Science and Industry, Chicago - Sundays only The Morton Arboretum in Lisle Cardholders will also need to present a photo ID to gain free general admission to the participating institutions. The program runs this Saturday, Sunday, and the first weekend of every month.
Mint
28-05-2025
- Business
- Mint
Raj Bhatia: Don't shy away from hiring your own child
Advisors who are thinking about succession planning should consider hiring their children, particularly if their offspring is genuinely interested, has ample work experience, and can bring expertise to the firm, says Raj Bhatia who has been with Merrill Lynch since 1981. Today, the private wealth advisor at the $2.5 billion Bhatia Group, which is part of Merrill Private Wealth Management, works alongside his daughter, Ariana. 'My daughter grew up in a household where the dinner conversations were all around things like clients and markets and so forth," Bhatia says on the latest The Way Forward podcast. 'And fortunately for me, she decided to go into business and finance with her education and career as opposed to following her mother's footsteps in becoming a doctor." After a few years working in private equity, Ariana concluded that it wasn't an ideal fit. 'She said to me, 'I've done that and I recognize that you go from one transaction to the other [in private equity], but Dad, I have seen you build relationships where your first client is still your client. That's what I want to do with the rest of my career.' So, the time was right and the firm helped me to bring her over. That's how she joined me last year and I'm glad that I got her in." Below are highlights from our conversation, which have been edited for clarity. His advice for advisors considering hiring a family member. 'When I get calls from other advisors in a similar situation, the thing I say to them is that there is a big difference between retirement planning and succession planning. In retirement planning, you're planning for one person. In succession planning, you're planning for many people and start the process 10 years ahead of time if you wish to leave a legacy." Minimize regrets. 'Most people optimize income and returns. I say minimize regrets. When I said this to her [Ariana], it was obvious that [this was better] than her coming back in 10 years saying, 'Dad, why didn't you ask me to join your business? If your adult son or daughter says, 'Dad, Mom, thanks but no thanks,' then you have read them their Miranda rights! It's up to them. Then they can't say 'I have a regret because you did not encourage me.' It can work out. When it works out, it works out very well." The pros far outweigh the cons. 'The upside in these moves can be huge. And the downside, I think, is limited in the sense that it's nothing irreversible should things not work out. The thing that I would suggest to people is to give it a fair amount of runway. In other words, I'd say a minimum of three to five years of runway where you're spending the time to mentor. That will produce better outcomes and results." Navigating the personal and the professional. 'Treat them as equals. Because if they're joining your business and you're still treating them based on how you see them as your offspring—as they say, 'they're born of us, but they're not us'—you have to acknowledge that and be ready to have a mechanism, a structure in place where the best argument wins or the best suggestion wins, as opposed to, 'Mom said this, Dad said this, and this is my way.'"
Yahoo
23-05-2025
- Business
- Yahoo
US Capital Global Expands West Coast Operations with Erick G. Schenkhuizen Appointed Vice President in Newport Beach
Erick G. Schenkhuizen joins US Capital Global to strengthen its presence in Southern California and lead the group's strategic regional growth. Erick G. Schenkhuizen, Vice President San Francisco, California, USA, May 23, 2025 (GLOBE NEWSWIRE) -- US Capital Global is pleased to announce the appointment of Erick G. Schenkhuizen as Vice President at its Newport Beach office, marking a significant step in the group's continued expansion across the West Coast. In his new role, Mr. Schenkhuizen will lead the delivery of customized debt and equity financing for middle-market businesses, as well as customized wealth management and investment solutions for high-net-worth individuals, affluent families, and independent RIAs in the U.S. and globally. US Capital Global is a premier private financial group, headquartered in San Francisco, with offices in key global financial centers including New York, Miami, London, and Dubai. The group offers a comprehensive suite of investment banking, asset management, and corporate finance services, customized specifically for the middle market. A seasoned financial advisor with over three decades of experience, Mr. Schenkhuizen's career spans leadership roles at Merrill Lynch, LPL Financial, and the independent RIA space. His expertise includes alternative investments and tax-advantaged strategies such as private equity, venture capital, Qualified Opportunity Zones, and Section 1202 investments. Known for his consultative and client-centric approach, Mr. Schenkhuizen offers personalized strategies to help clients navigate complex financial challenges with clarity and confidence. 'US Capital Global is undergoing impressive growth both nationally and internationally, while expanding into new verticals,' said Mr. Schenkhuizen. 'I'm excited to support the group's Newport Beach office and contribute to its continued success by delivering innovative, customized financial solutions to our clients, both across the West Coast and globally.' 'We're delighted to welcome Erick as Vice President in Newport Beach,' said Jeffrey Sweeney, Chairman and CEO at US Capital Global. 'His depth of experience in wealth management and private market finance positions him to play a key role in our strategic growth across Southern California and beyond.' About US Capital Global Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking services, encompassing M&A strategies and capital raising expertise. Among the notable entities within the consortium are US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and US Capital Global Securities LLC, an SEC-registered broker-dealer and member of FINRA. To learn more, visit To learn more about US Capital Global, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@ Erick G. Schenkhuizen, Vice President CONTACT: Vanessa Guajardo US Capital Global +1 415 889 1010 media@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
