Merrill Lynch Appoints Michael Duffy as Wealth Strategist from Goldman Sachs to Serve Ultra High Net Worth Clients in the Southeast

10/14/16

Merrill Lynch announced today that Michael Duffy has joined its Atlanta office as a Director and  Wealth Strategist from Goldman Sachs. As part of Merrill Lynch’s Strategic Wealth Advisory Group, he will advise clients throughout the Southeast with interests in estate and other wealth planning services, both directly and through their Private Wealth Advisors within Merrill Lynch’s Private Banking & Investment Group (PBIG). The national Strategic Wealth Advisory Group sits within PBIG and provides expertise in wealth strategy, family wealth dynamics, trust solutions, philanthropic solutions, and estate planning.

Mr. Duffy will report to Stacy Allred, head of the Strategic Wealth Advisory Group and Michael Nies, Southeast Region Director of PBIG.
 

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