Pictured are the Financial Advisors from the Mobile office of Merrill Lynch Wealth Management. From left to right are Ben Lily, David Wilson, Austin Bradford, Lany Simmons, Kennon Drew, Garner Jeffrey, Ann Richardson, Palmer Whiting. Not pictured are AJ Legrone, Jason Dabbs, Parker Huddle, Mike Shirk, Benton Thompson and Alan Bradley.
MERRILL LYNCH IS BULLISH ON MOBILE F with financial planning and investment management.
or eight decades, Merrill Lynch has served Mobile families
Over the last several years, the Mobile operation has more than doubled the annual number of new clients and recruited outstanding financial services talent.
“Mobile is a growth market for our business, due in large part to the resiliency and ingenuity of local residents
and businesses.”
30 SEPTEMBER 2021
Andy Seig, president Merrill Lynch Wealth Management
The success of the local branch recently caught the attention of executives at the 107-year-old company’s New York headquarters. And all eyes are now on Mobile. “Mobile is a growth market for our business, due in large part to the resiliency and ingenuity of local residents and businesses,” said Andy Sieg, president, Merrill Lynch Wealth Management. “Across the Gulf State region, Merrill Lynch added more than 400 net new households during the first half of 2021, ahead of many other regions and 50 percent greater than the first half of 2020. Merrill Lynch is bullish on Mobile.” David Oberman, southern Gulf States market executive, Merrill Lynch Wealth Management, said Mobile was one of Sieg’s first stops on a recent tour, which speaks volumes about the importance of this community and its local team, he added.
