Bank of America’s Merrill Lynch has appointed Dale Waters from UBS Wealth Advisors who managed more than $185m in client assets.
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In his new role, Waters will join Merrill’s Hunt Valley, Maryland office and will report to Adam Grzybowski, resident director at Merrill Lynch.
He previously generated $1.87m in fees and commissions at UBS.
Waters, who joined UBS in 2008, previously held roles at Alex Brown & Sons, Smith Barney and Morgan Stanley. He started his career in 1991 with Legg Mason.
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