People Moves

Merrill Lynch Brings Over Two JP Morgan Private Bank Advisors In Michigan

Tom Burroughes Group Editor 1 November 2016

Merrill Lynch Brings Over Two JP Morgan Private Bank Advisors In Michigan

The wealth management firm adds to its team in Michigan with two hires from JP Morgan.

Merrill Lynch has appointed Jennifer Jennings and Donny Wohl as private wealth advisors from JP Morgan’s private bank in Michigan.  The Jennings Wohl Group serves high net worth individuals and families and are part of Merrill Lynch’s Private Banking & Investment Group.

Jennings began her financial services career at Merrill Lynch in 1996 as a financial advisor in San Jose, California. In 2010, she joined JP Morgan’s private bank in Michigan where she worked closely with high-net-worth individuals and families.

Prior to joining Merrill Lynch, Wohl spent more than 10 years with JP Morgan’s private bank.  He was an executive director and ran the investment practice for the State of Michigan, directing ten investment professionals.

Merrill Lynch Global Wealth Management has 14,552 Financial Advisors and $2.1 trillion in client balances as of September 30, 2016.

 

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes