American financial services firm HighTower has expanded its presence in West Coast by adding Sacramento-based Ezzell Group to its network.
Ezzell Group is the fourth group to join the network, which was unveiled in 2013 and enables breakaway advisors to transition to independence.
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Jason Ezzell, managing director and founder, and Alec Fisher, senior manager, are transitioning to HighTower from Merrill Lynch, who manage approximately US$300 million in client assets.
Ezzell, who joined Merrill Lynch in 1999, specializes in individual wealth management as well as deferred compensation plans, concentrated stock and option plans, and business succession planning.
Fisher creates holistic financial plans based on individual client needs, goals and tolerance for risk. The team operates in the Sacramento and San Francisco areas.
HighTower CEO Elliot Weissbluth said, "The Ezzell Group will build equity in their own businesses and retain 100 percent autonomy over their practices, while leveraging the HighTower platform to lower operating risk and increase access to world-class investment solutions."
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