Thiel's Indivisible Partners is now live and has recruited a former Merrill advisor team, New York-based Woodring I LeRoy ...
Indivisible Partners offers advisors “autonomy, flexibility and support” to manage their clients' evolving needs.
Lee Woodring and Robert LeRoy are joining Indivisible Partners from Merrill Lynch, where they helped lead a $640 million team.
Servant Leadership' Rooted in Advisor Expertise Led by industry veteran John Thiel and a team of purpose-driven founders, Indivisible Partners' leadership team are seasoned wealth management ...
and adaptable advisory model has never been more critical," said John Thiel, Founder and Executive Chairman of Indivisible Partners. "Advisors are our industry's greatest asset, and more must be ...
"We have seen firsthand from advisors and clients, the need for a new, nimble, and adaptable advisory model has never been more critical," said John Thiel, Founder and Executive Chairman of ...
BofA announced it hired Ed Riley and Jessica Mullin several days after unveiling its new advisory group for ultra-high-net-worth clients based out of its Merrill Wealth division.