HighTower Partnership has lured a team of three financial advisors from Merrill Lynch that previously managed some $800 million in assets.
The team including Pamela Lynn Abraham, Jack Thomas and Trevor Swartz will join the firm’s new office in Fort Meyers, Florida as partners.
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The newly formed team will be the 44th team to join the HighTower Partnership. The Fort Myers office serves the needs of high-net-worth individuals and families.
Additionally, director, senior wealth management advisor Mathew Verrengia, senior registered associate Benita Alstatt, and client services associate Tiffany Likness will also join the team.
Prior to joining HighTower, Abraham spent 33 years at Merrill Lynch where she led Pamela Lynn Abraham & Associates, while Thomas and Swartz led Merrill Lynch’s Thomas & Swartz Global Wealth Management.
Michael Parker, national director of enterprise development, HighTower, said: "The team will also leverage our Blueprint for Growth, accessing our advisors’ best thinking to strengthen and expand client relationships, and develop the team’s unique roadmap for success."
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By GlobalDataThomas said; "HighTower gives us access to the top research and capital markets products without sacrificing our independence."
Abraham said: "We believe HighTower’s innovative approach to delivering unobstructed financial advice and providing teams like ours with the resources they need to flourish is the way of the future."
