Citibank wealth advisor joins Merrill’s UNHW strategic advisory group

Fabio Concesi joined Merrill's Lynch’s Strategic Wealth Advisory Group to help clients with USD 10 million or more with their estate planning and other wealth planning.

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Merrill Lynch installs ex-Fiduciary Trust CEO in Coral Gables office

Teresa Valdés-Fauli Weintraub left Fiduciary Trust International of the South, an investment-management and private-wealth firm owned by Franklin Templeton, to join Merrill Lynch as a managing director at its Coral Gables office.

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