Two Advisors Who Managed $866 Million at Merrill Lynch Jump to Kestra Private Wealth

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Two Advisors Who Managed $866 Million at Merrill Lynch Jump to Kestra Private Wealth The Scottsdale, Ariz.-based breakaways are calling their practice Ascend Private Wealth Partners. By D ...