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Ex-Merrill Managers Build New Wealth Firm In Las Vegas

Editorial Staff, August 12, 2020

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The leader of the new team has worked at Merrill Lynch for 37 years, and his departure to create a new independent business is part of a wider trend in the sector.

Proquility Private Wealth Partners  
A new firm, Proquility Private Wealth Partners, has been created by ex-Merrill Lynch advisor Andy Ferguson and his team, partnering with Fidelity Clearing & Custody Solutions and Dynasty Financial Partners.

The new business is based in Las Vegas.

Prior to this, Ferguson was managing director-Investments for Merrill Lynch in Las Vegas. Ferguson and his team previously managed $360 million in client assets. Ferguson worked for Merrill Lynch for 37 years, joining the firm in 1983.  

Also joining from Merrill Lynch is Patty Yeager, as a wealth advisor. In addition, Proquility has hired Trevor Hooton as a client experience director.

This publication recently spoke to Harris Baltch, of Dynasty, about M&A and capital requirement trends in the North American wealth management sector.




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