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Chiropractor in Merrill Lynch, NJ

Chiropractor Merrill Lynch, NJ

What is Chiropractic Care?

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Chiropractic care is a drug-free, non-invasive approach to overall wellness and healing that focuses on correcting issues with your musculoskeletal system. When performed by a licensed chiropractor, it can alleviate and even eliminate common problems such as:

  • Back Pain
  • Shoulder Pain
  • Neck Pain
  • Headaches
  • Sciatica
  • Knee Pain
  • Automobile Injuries
  • Sports Injuries
  • Arthritis
  • Body Aches

To treat your conditions and help reduce your pain, chiropractors use time-tested, hands-on techniques to adjust your spine, neck, back, and other joints throughout your body to restore proper function, mobility, and alignment. Once your body is in proper alignment, it functions optimally, leading to improved overall wellness and health.

Unlike some sports rehab clinics in The Garden State, chiropractors from NJ Sports Spine & Wellness work with you one-on-one to develop a personalized treatment plan that addresses your specific goals and needs relating to your pain and ability to live a normal life. Because our team takes a holistic approach to healthcare, we cover all aspects of your health and wellness when developing your chiropractic treatment plan. That way, we increase your chances of living a fulfilling life free of pain and worry about throwing your back out.

 Back Pain Relief Merrill Lynch, NJ

What are the Benefits of Seeing a Chiropractor in Merrill Lynch, NJ?

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Seeing a chiropractor can quite literally change your life for the better. According to the American Chiropractic Association, in general, chiropractic therapy is a more effective solution for back pain than other treatments like addictive pain pills, surgeries, and yoga. When combined with services like physical therapy, occupational therapy, and acupuncture, chiropractic care may be the key you need to open the door to a pain-free life.

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Some of the many benefits of seeing a reliable, licensed chiropractor include the following:

 Lower Back Pain Merrill Lynch, NJ

Relief from Back Pain

Perhaps the most obvious reason to make an appointment with a chiropractor is for back pain relief. Some people only need to see a chiropractor when they have occasional back pain, such as when they wake up in the morning. Others, such as those who have been in serious car accidents, need regular chiropractic adjustments and therapies, which are often supplemented with techniques like physical therapy and acupuncture.

There are many causes of back pain that range from advanced conditions like having sciatica and herniated discs to everyday issues like poor posture and sleeping in a harmful position. Your chiropractor's job is to pinpoint the cause(s) of your back pain and build a customized plan to address your musculoskeletal conditions. Once that happens, pain relief follows shortly after.

At New Jersey Sports Spine & Wellness, we craft personalized chiropractic plans for every patient we treat, with the goal of avoiding harmful surgeries and addictive medicines.

Neck Pain Merrill Lynch, NJ

Relief from Headaches

If you've never experienced a headache in your life, you're exceedingly rare. Just about every American will suffer from a headache at some point or another. For some, headaches only happen occasionally and are not much more than an annoyance. For others, headaches evolve into crippling migraines that can affect quality of life, ability to work, and much more.

If you find yourself digging into a bottle of Aspirin or something stronger when you have a headache, it might be time to visit an NJSSW chiropractor.

Knee Pain Merrill Lynch, NJ

Improved Sleep

Do you wake up in the morning feeling like you didn't sleep a wink the previous night? Do you have to take sleep aides like Ambien in order to drift off to dreamland? If you have chronic back pain, getting a full night's rest is easier said than done. From misaligned spines to improper sleeping posture, your chiropractor in Merrill Lynch can use manipulation therapy and other techniques to boost blood flow and align your vertebrae, so your body can heal itself and help you rest better.

Relief For Sciatica Merrill Lynch, NJ

Reduced Anxiety and Stress

One of the best things about seeing your chiropractor is that when your session is over, you often feel great. The pain relief feels phenomenal. When you're not in pain, you have a more positive outlook on life, and often enjoy better sleep, blood pressure, and even sexual relations. It makes sense, then, that chiropractic care has been shown to help reduce stress and anxiety, which promotes relaxation and improved mental health.

Pain And Spine Management Merrill Lynch, NJ

Athletic Performance

At NJ Sports Spine & Wellness, we work with a long list of athletes who suffer from sports injuries and other problems that can manifest from being active. For professional athletes, having a trustworthy chiropractor to care for them is needed for their careers. But you don't have to be a pro athlete to benefit from chiropractic care. Ordinary people that enjoy active lifestyles can reap tremendous rewards through chiropractic care, such as improved range of motion and relief from compressed discs.

Whether you enjoy impromptu games of tag football or simply want to play with your kids, seeing a chiropractor can help you be healthy and active without fighting back, neck, and joint pain. That's especially true when chiropractic therapy is used in conjunction with acupuncture, physical therapy, or occupational therapy.ies and addictive medicines.

Back Treatment Merrill Lynch, NJ

Common Chiropractic Techniques

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Your NJ Sports Spine & Wellness chiropractor in Merrill Lynch may use a range of techniques to restore function and alignment in your body. Some of the most common techniques our chiropractors use include:

  • Mobilization: This chiropractic strategy uses gentle movements to help restore joint functionality and proper spinal alignment.
  • Manipulation: Spinal manipulation uses controlled force and gravity to correct spinal issues and restore healthy alignment.
  • Electrical Stimulation: With this therapy, electrical currents are used to stimulate your muscles and help heal injuries faster.
  • Soft Tissue Therapy: This type of massage and other hands-on techniques relieve muscle tension while providing pain relief and promoting soft tissue health.
  • Trigger Point Therapy: With this therapy, the targeted use of pressure is used to release tension and improve functionality across specific areas of your body.
  • Ultrasounds: High-frequency sound waves can break up plaque and help stimulate your body's natural healing processes for injuries and wounds.

Reclaim Your Active Life with Physical Therapy and Chiropractic Care

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Life has a habit of being unexpected. Sure, some surprises only hurt your bank account, like last-minute renovations in your home. But severe incidents, like car accidents, can inflict physical injuries that cause you long-term pain. These problems, like neck and back injuries, affect many Americans daily. Even worse, many hardworking people turn to risky surgeries and addictive pain medications, only to find themselves deep in a hole that seems impossible to get out of.

If you suffer from serious range-of-motion issues or you're in chronic pain, it's important to know that you have treatment choices. You don't have to put your health at risk to relieve your pain. One of the most successful non-invasive treatments offered for pain is physical therapy. The main goal of physical therapy is to restore movement and function to patients affected by illness, injury, or disability.

Physical therapists work with patients of all ages and abilities, from children to elderly adults, to help them overcome physical limitations and improve their quality of life. At NJ Sports Spine & Wellness, our physical therapists help treat a wide range of conditions, from neck pain and spinal cord injuries to back pain and arthritis.

Once our PTs have made headway, they will often use our chiropractic therapy to provide the patient with more relief. Having the option of both chiropractic and physical therapy is often very effective, because your chiropractor in Merrill Lynch can address nerve irritation and joint dysfunction while your physical therapist helps retrain your musculoskeletal system, allowing your body to heal faster.

Some of the biggest benefits of using physical therapy along with chiropractic care include:

  • Restoring Mobility After Injury, Surgery, or Illness
  • Developing Flexibility and Strength for Physical Activities
  • Safe Relief from Chronic Pain
  • Improved Spine and Joint Health
  • Enhanced Knowledge of Your Body and How to Prevent Injuries
Herniated Disk Treatment Merrill Lynch, NJ
Back Pain Specialist Near Me Merrill Lynch, NJ

Engage in Activities of Daily Living with Occupational Therapy and Chiropractic Therapy

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Occupational therapy, or OT, is to help patients of all ages and abilities engage in activities of daily living, or ADL. Often, that means helping patients reclaim the ability to continue working, going to school, accomplishing day-to-day tasks, or other activities common to daily living.

Occupational therapy can benefit individuals going through many conditions, such as traumatic brain injuries, strokes, spinal cord injuries, autism spectrum disorders, developmental delays, and chronic pain. The end goal of occupational therapy is to help patients achieve the maximum level of independence and participation in their daily lives. If pain, discomfort, weakness, fatigue, or fear prevent you from participating in activities you love, an OT from NJ Sports Spine & Wellness could become the MVP of your wellness journey.

To give our patients the most complete pain relief and recovery options, our doctors and practitioners will often lean on the expertise of both a physical therapist and a chiropractor in Merrill Lynch. By working together, your PT, OT, and chiropractor can provide you with a comprehensive approach to total-body functionality, from your spine and joints to your mind and range of motion.

Some of the most common benefits of using OT with chiropractic care include:

  • Chronic Pain Relief
  • Improvement of Both Physical and Mental, Emotional, or Developmental Disabilities
  • Improved Development of Fine Motor Skills
  • Better Spine and Musculoskeletal Health
  • Help with Sensory Processing Disorders
  • Much More
Back Pain Doctor Near Me Merrill Lynch, NJ

Boost Self-Healing Processes with Acupuncture and Chiropractic Care

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Acupuncture boosts your body's functions and helps improve its ability to heal through anatomic site stimulation - usually called acupuncture points or acupoints. To stimulate these points, acupuncturists at NJ Sports Spine & Wellness insert fine, sterile needles into your skin. Most patients don't feel any pain as needles are applied. Typically, needles are left in the skin up to 30 minutes. After your session, it's normal to feel incredibly relaxed.

While some practitioners still adhere to traditional philosophies, modern acupuncturists take an integrative approach to the therapy. Today, professional acupuncturists use these techniques to stimulate your body's natural healing and pain-fighting processes. When coupled with personalized care from a chiropractor in Merrill Lynch as well as physical or occupational therapy, you can find real relief from the physical and emotional roadblocks holding you back. Some of the most reported benefits of acupuncture treatment include:

  • Back, Neck, and General Pain Relief
  • Improved Digestion and Relief from IBS and Acid Reflux
  • Relief from Menstrual Cramps
  • Treatment for Allergies and Asthma
  • Enhanced Blood Flow
  • Much More

During an acupuncture session, you may feel a slight sensation of warmth or tingling at the needle's site of insertion. Generally speaking, acupuncture is painless and perfectly safe for you to consider. In fact, many practitioners and doctors recommend combining acupuncture with other treatment options like chiropractic adjustments.

Though acupuncture and chiropractic therapies come from different origins, both include non-invasive, holistic, and gentle approaches that don't require drugs to work. They also both facilitate total-body healing by addressing the underlying causes of your symptoms - not just the symptoms themselves.

Because acupuncture is known to release endorphins and improve blood flow, having a session prior to a chiropractic adjustment can be very beneficial. That's because, after acupuncture, your muscles are less stiff, more relaxed, and easier to adjust effectively. Over time, as you combine acupuncture and chiropractic therapy, you'll benefit from less inflammation and less pain as you heal from injuries or musculoskeletal conditions. That same truth applies to patients who undergo serious chiropractic adjustments.

Make An Appointment

Shedule An Appointment Chiropractor Merrill Lynch, NJ

Trust the NJ Sports Spine & Wellness Difference

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At NJ Sports Spine & Wellness, our staff consists of licensed and highly-trained professionals, including specialists focusing on:

  • Pain Management
  • Sports Medicine
  • Chiropractic Therapy
  • Physical Therapy
  • Occupational Therapy
  • Acupuncture

Contact Us

phone-number732-316-5895

Every member of our team believes that the path to wellness and a pain-free life begins with customized treatment plans that cater to your needs and body. Unlike some chiropractors in Merrill Lynch, we do not treat on-the-surface symptoms with one-size-fits-all therapies. We do not rely on powerful pain medications to mask your pain or invasive surgeries that require weeks of recovery. Instead, we address the root causes of your pain so that we can help you live the happy, healthy life you're craving.

To achieve that goal, we'll conduct an in-depth evaluation to learn about your medical history. We'll also perform diagnostic tests and speak with you one-on-one to get a better sense of your needs. From there, we'll recommend the therapies that can give you a new lease on life and be there for every milestone you hit.

If you're fed up of living with the limits of pain and lack of mobility, we're here to help you break free. Contact our office today to get started.

 Back Pain Relief Merrill Lynch, NJ

Latest News in Merrill Lynch, NJ

Merrill Moves: NJ Team With $875-Mln Book Launches RIA, Billion-Dollar Chicago Team Joins Sanctuary

A six-person team in New Jersey on Monday decamped from Merrill Lynch to launch their own registered investment advisory firm in Florham Park.The team, which is led by Michael Lehman, had been generating $4.9 million in revenue and oversaw $875 million in assets, Lehman confirmed. They are calling their firm Premier Path Wealth Partners and contracted with Dynasty Financial Partners, an RIA service provider, for back-office services.“We decided full independence was the way to go to control our own destiny,” Leman, ...

A six-person team in New Jersey on Monday decamped from Merrill Lynch to launch their own registered investment advisory firm in Florham Park.

The team, which is led by Michael Lehman, had been generating $4.9 million in revenue and oversaw $875 million in assets, Lehman confirmed. They are calling their firm Premier Path Wealth Partners and contracted with Dynasty Financial Partners, an RIA service provider, for back-office services.

“We decided full independence was the way to go to control our own destiny,” Leman, 56, said in an interview.

As part of the move, they are expanding the team and have hired Brian Glenn and Bill Ehrhardt as director of investments and head of business advisory services, respectively. The two will add financial planning expertise and help Premier eventually find other practices to buy. Such hires were not permitted at Merrill where there are restrictions around who can join the team, Lehman said.

“At a corporate level, they only have basically their recommendations of what type of person they think you should have,” Lehman said. “And that clearly doesn’t fit what the customized needs are of our clients and the direction we are going.”

The Premier Path team also includes Derek Wittjohann and Patrick York as well as support staff Linda Kalata, Rebecca Garcia and Patrick Regan. They are dropping their brokerage licenses as only a basis point of their revenue came from commissions, Lehman said.

At Merrill, the team had been called The Lehman Eger Group. Richard Eger, a 35-year industry veteran who is listed on their former Merrill page, had been partnered with Lehman for the past decade and retired through Merrill’s Client Transition Program, Lehman said.

Their practice serves around 200 clients, according to Lehman. They had been growing their book at Merrill but were frustrated by the firm’s edicts around adding new households, he said. The firm in 2018 implemented a “growth grid” system that required a minimum of three net new households per broker per year to avoid a pay cut.

“There was a conflict in what direction we were going and what direction the firm asked us to,” Lehman said. “Clearly we didn’t want to bring in dozens and dozens of clients who didn’t meet the specific needs and sophisticated infrastructure we established.”

“We wanted to grow…but not just to add anybody,” the broker added.

Lehman had ranked #21 on Forbes’ list of the best-in-state wealth advisors list for 2023 and typically works with households with between $4 million to $15 million in assets, according to the publication. He started his career at PNC Capital Markets in 1996 and also worked for Wells Fargo Advisors and predecessor firms before joining Merrill in 2010, according to BrokerCheck.

Premier Path custodies with Fidelity Investments, which provided them with “transition assistance” in the form of reimbursement for third-party service provider expenses such as research, marketing or software costs, according to its Form ADV. Lehman is otherwise self-financing the firm, he said.

Their move followed the Friday departure of a separate Merrill team in Chicago who had been managing $1 billion in assets. The group is led by James M. Corrigan, David Holtkamp, Sean M. Jucas and Kenneth Shay, and joined independent broker-dealer Sanctuary Wealth.

“While we knew we had outgrown the wirehouse, our team didn’t want to go out on our own,” Corrigan said in a statement.

Corrigan had spent the last 13 years of his 17-year career with Merrill, according to BrokerCheck. Holtcamp began his career at the thundering herd 15 years ago, and Jucas had been with Merrill for 16 years, according to the database. Shay, a 50-year industry veteran, had also been registered with Merrill for 16 years.

The group is calling their new practice Burnham Harbor Private Wealth and also moved with client associates Basel Alwawi and Cindy Hehr.

Sanctuary, which fired its founder and CEO in February, also that month recruited a Merrill team in The Woodlands, Texas, who managed $1.5 billion in assets.

A Merrill spokesperson declined to comment on Monday’s move.

The steady stream of brokers out of Merrill Lynch continues as two teams who oversaw $558 million combined in assets have joined Raymond James Financial and LPL Financial in Florida and Texas, respectively.

In the larger of the moves, David B. Ammerman on Friday affiliated with Raymond James’ independent Financial Services division in Ponte Vedra, Florida, according to BrokerCheck records. He had overseen $353 million in client assets, according to a Forbes ranking which listed him as #37 on its best-in-state wealth advisors list this year.

He moved along with client associate Sara E. Graham, according to registration records.

Ammerman’s former Merrill team had another broker, Anthony V. Zanaglio, who remains with the thundering herd, according to his BrokerCheck profile and former company website. Zanaglio, who has nine years of experience, did not respond to a call for comment.

A spokesperson for Raymond James did not respond to a request for comment on the hire.

Ammerman started his career at discount brokerage Olde Discount Corp. in 1993 and joined Merrill in 1998 by way of its Banc of America predecessor, according to his BrokerCheck profile.

Separately, LPL landed a duo who produced $1.6 million in annual revenue from $205 million in client assets in Houston, Texas, according to an LPL spokesperson.

William Edward “Ed” Winegar and Gregory W. Berg joined LPL’s employee brokerage unit on August 23, according to registration records. They are joined by client associate Eponine Ramos and call their practice Winegar Berg Wealth Management, according to an LPL spokesperson.

They are the latest in a string of Merrill brokers to join Linsco, LPL’s employee advisor channel, which was one of several new affiliation options that the independent broker-dealer has rolled out in recent years.

The pair began working together in 2000 and merged their individual practices in 2003.

Winegar, who declined to comment, started his career in 1997 at New England Securities and worked at Mony Securities Corp. and Morgan Stanley before joining Merrill in 2005, according to his BrokerCheck profile.

Berg started his career at Morgan Stanley in 1998 and also moved to Merrill in 2005, according to his BrokerCheck profile.

LPL, which has nearly 22,000 advisors, last month scooped up a Merrill team that generated over $2 million in annual revenue. Megan M. Stirrat and Tenley Y. Hardt, who had managed $325 million in client assets, joined LPL’s Strategic Wealth Services on August 16 in San Juan Capistrano, California.

It also last month added a $2.7 million Merrill team to its traditional independent channel in Hoboken, New Jersey.

A spokesperson for Merrill did not respond to requests for comment on both moves.

Six-Person Team Leaves Merrill Lynch, Creates Premier Path RIA

Launched with support from Dynasty Financial Partners, the New Jersey-based team managed $875 million at Merrill.A six-person team in Florham Park, N.J., has departed Merrill Lynch to build an independent registered investment advisory firm with support from Dynasty Financial Partners.Led by CEO and Founding Partner Michael Lehman, Dynasty announced the launch of Premier Path Wealth Partners on Tuesday. At the same time, Lehman announced two new hires.Related: ...

Launched with support from Dynasty Financial Partners, the New Jersey-based team managed $875 million at Merrill.

A six-person team in Florham Park, N.J., has departed Merrill Lynch to build an independent registered investment advisory firm with support from Dynasty Financial Partners.

Led by CEO and Founding Partner Michael Lehman, Dynasty announced the launch of Premier Path Wealth Partners on Tuesday. At the same time, Lehman announced two new hires.

Related: Dynasty Financial Partners Launches Investment Bank

“We've been thinking about doing this for several years,” Lehman said. “We’re planners and we did our due diligence and looked at everything from making a lateral move to another wirehouse, which we quickly dismissed, to quasi independence to full independence, which became our only choice.”

The team—including Partner and COO Derek Wittjohann; Partner Patrick York; Chief Administrative and Compliance Officer Linda Kalata; and Relationship Managers Rebecca Garcia and Patrick Regan—managed $875 million at Merrill Lynch.

Related: Wells Fargo Breakaways Create New Boutique Ohio RIA

Lehman said he

expects to bring a good chunk of those assets over to Premier Path.

“We're very optimistic,” he said. “Obviously, these are decades-long relationships we had but the response has been incredibly enthusiastic when they hear about it too. It aligns our interest with their interest, and it aligns our values with their values—particularly with the business owners, corporate executives and families we work with.

“Their only question at the end was, why didn't you do this 10 years ago?” he said.

Premier is leveraging Dynasty’s expertise around technology, investment research and M&A, while taking full advantage of the platform’s back-office, compliance and marketing support services. The firm has chosen Fidelity as its first broker and custodian, with plans to become multi-custodial down the road. It is using eMoney for financial planning and Black Diamond for portfolio management.

“We are no longer subject to one platform—and that's not against Merrill Lynch, but any wirehouse,” Lehman said. “We are a buyer of the Street and have access to research and products and technology, frankly. We’re also able to put together a team customized to the clients’ needs, and I think we're making that statement right off the bat with the new hires we’ve made.”

Brian Glenn has joined Premier as director of investments and Bill Ehrhardt is the firm’s new head of business advisory services. With decades of industry expertise in advisory services, practice management, succession planning, investment strategy and mergers and acquisitions, Lehman said adding the pair establishes a foundation for Premier’s growth as it seeks to serve UHNW families and business owners.

Lehman said the firm will employ M&A alongside an organic growth strategy after the transition is compete, with a focus on finding like-minded advisors with similar clients.

“There's no question that I think that we could quadruple [in size] inside of five years, but our focus is on the short term, to build out our infrastructure in the right way, take care of our existing clients right now,” said Lehman. “So, I'm laser focused on our existing clients right now, and I think this independent practice will attract a lot of like-minded advisors and teams.”

“Mike Lehman and his impressive team are a great fit for the independent wealth arena,” Dynasty CEO Shirl Penney said in a statement. “Because of their commitment to staying on the cutting edge of technology and investing, they will flourish with access to the full marketplace of strategies, research and tools.”

In addition to helping launch two brand new firms in 2023, the other from 50-year-old RIA Linscomb & Williams, Dynasty also assisted with the transition of two teams to existing partner firms—one from Wells Fargo and another from Morgan Stanley.

On Monday, Dynasty announced the launch of Dynasty Investment Bank and the extension of M&A advisory services to firms outside the Dynasty network for the first time.

N.J. Advisor Trio Join RJFS Indie Channel With $435M AUM

Financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray, operating as Anchor Financial in Linwood, N.J., have joined Raymond James Financial Services (RJFS), the St. Petersburg, Fla.-based firm’s independent advisor channel, according to Shannon Reid, Northeast division director for RJFS.The Anchor team, which also includes client service associate Sarahjane Hehre and branch operations coordinator Bonnie Hehre, was formerly with UBS Financial Services, where they managed nearly $435 million in client assets.Eisele ...

Financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray, operating as Anchor Financial in Linwood, N.J., have joined Raymond James Financial Services (RJFS), the St. Petersburg, Fla.-based firm’s independent advisor channel, according to Shannon Reid, Northeast division director for RJFS.

The Anchor team, which also includes client service associate Sarahjane Hehre and branch operations coordinator Bonnie Hehre, was formerly with UBS Financial Services, where they managed nearly $435 million in client assets.

Eisele said in a news release announcing the affiliation that once she and her partners decided they wanted to take the practice in a new direction, they needed a new partner as well.

“We were ready to establish a family-style, private office while simultaneously leveraging the resources that Raymond James provides to create the perfect blend of the flexibility of independence with the power, backing and oversight of the home company,” Eisele said.

A 45-year industry veteran, Eisele spent the past decade at UBS Financial Services as first vice president of investments, the same title she held at Merrill Lynch prior to joining UBS. In addition to her professional work, the New Jersey native also co-hosts “It’s Your Money,” a long-running South Jersey radio show on personal finance that airs Saturday mornings on WOND.

Gilbert, a graduate of the University of Pittsburgh, where she earned her bachelor’s degree in economics, is a certified divorce financial analyst (CDFA) with 35 years of industry experience. She most recently served as senior vice president of investments at UBS upon transitioning from Merrill Lynch in 2012. After working in wirehouses for so many years, she said the three partners decided to become entrepreneurs, instead of employees.

“It was important for us to take true ownership of our business,” Gilbert said in the news release. “We found a partner in Raymond James that allows us to focus on what matters most – taking care of our clients and managing their wealth. The firm shares our values, and its scale ensures our clients have access to excellent resources and technology.”

Gray was a financial advisor at UBS for a decade, and at Merrill Lynch for four years. Similarly to Gilbert, Gray also is a CDFA, as well as a graduate of Villanova University College of Commerce and Finance, where she earned a bachelor's degree in business.

Gray said in the news release that as a certified financial planner (CFP) professional, it was deeply important to her and her team to affiliate with a firm that continued to uphold the legacy of the late Raymond James founder, Robert A. “Bob” James, someone she said was ahead of his time in pioneering a planning-based approach to investing.

“The firm continues to be client-centric in the financial services they offer,” she said.

Raymond James Financial Services Inc. (RJFS) and its affiliate, Raymond James & Associates Inc., are wholly owned subsidiaries of Raymond James Financial Inc., a diversified financial services company overseeing total assets of approximately $1.17 trillion as of December 31, 2022.

1792 Wealth Advisors Adds $180 million AUM Merrill Lynch Advisor in New Jersey

As Advisors continue to exit the wirehouse model, 1792 offers a great solutionMorristown, NJ — ...

As Advisors continue to exit the wirehouse model, 1792 offers a great solution

Morristown, NJ — 1792 Wealth Advisors (1792) the premier partner for individual advisors and teams seeking independence, announced today that 21-year industry veteran Doug Roskos has joined the firm. Roskos, with his $180M in AUM, and more than 1 million in production joins from Merrill Lynch, launching his newly established firm, Roskos Wealth Management, based in Mt. Laurel, NJ.

“I’ve always felt it’s important to focus first and foremost on client needs, and that’s what drew me to Independence, but I also knew I needed an experienced partner to show me the ropes which is what drew me to 1792 .”

Doug had long considered the move to the independent channel and decided on 1792 for its experienced management, partnership culture, and supportive team.

1792 Wealth Advisors is an integrated Raymond James platform that affords advisors the opportunity to streamline and maximize their businesses via supported independence. As more advisors seek to break away from wirehouses, this model alleviates concerns about back-end operations and allows advisors to retain choice in their practice model, investments, products and more.

“We show advisors that it’s possible for them to go independent without a dimunition in service, sophistication, products, or management,” explains Bob Milligan, managing partner and founder of 1792 Wealth Advisors. “That’s exactly what we’ve done for Doug — he’s able to focus on his clients while 1792 provides access to the Raymond James platform and coordinates all back-office support.”

Doug’s move to 1792 is reflective of the development strategy the firm is implementing. “We have a strong pipeline of interested advisors,” Milligan adds, “and our firm is well positioned for scaleable growth.”

About 1792 Wealth Advisors

1792 Wealth Advisors is a premier wealth management firm whose advisors serve clients in a supported independence partnership structure. Together with the partnership and affiliation of Raymond James, 1792 is able to offer advisors industry-leading resources, technology and support while providing the flexibility, control and autonomy to serve clients in their unique way. Founded in 2017, 1792 primarily serves the Northeast and is rapidly expanding into new markets driven by a “client first” collaborative culture, an enhanced equity structure for advisors, and unique support ecosystem that enhances the client experience.

For more information, visit Join1792.com or https://www.raymondjames.com/1792wealthadvisors.

Morgan Stanley Nabs $4-Mln Next-Gen Star from Merrill in NJ

Morgan Stanley has lured from rival Merrill Lynch a rising star broker in Toms River, New Jersey who had been managing roughly $350 million in client assets, according to a source familiar with the move.Hirsh Zyskind, 38, started his career at Merrill in 2013 and left Friday for a Morgan Stanley office across the street from his former office, according to his BrokerCheck report. He had produced roughly $4 million in annual revenue and moved along with support staff Margaret Lynch and Krisha Ashton, according to the source.Zysk...

Morgan Stanley has lured from rival Merrill Lynch a rising star broker in Toms River, New Jersey who had been managing roughly $350 million in client assets, according to a source familiar with the move.

Hirsh Zyskind, 38, started his career at Merrill in 2013 and left Friday for a Morgan Stanley office across the street from his former office, according to his BrokerCheck report. He had produced roughly $4 million in annual revenue and moved along with support staff Margaret Lynch and Krisha Ashton, according to the source.

Zyskind, who this year ranked 4th on Forbes’ list of best next-gen advisors in New Jersey and 78th on its list of top next-gen advisors nationwide, declined to comment. Prior to joining Merrill, he had worked for four years as a financial consultant for a company called Charter Capital Resources Inc., according to his LinkedIn profile.

The rising broker is a “frequent and sought after speaker on investment planning for retirement, which has been a primary business focus for Hirsh and his team,” according to his former website bio at Merrill. He also works with clients’ attorneys, accountants and other advisors for tax and estate planning, according to the bio.

A spokeswoman for Morgan Stanley declined to comment on the hire or how he built his book of business.

Merrill over the summer filled numerous management gaps and shuffled roles in New Jersey offices. The firm’s ‘competitive’ broker attrition is slightly above the typical 4% rate so far this year, but Merrill President Andy Sieg last week said his brokerage is holding onto a larger portion of the defectors’ books.

Separately, a pair of teams, each led by a different brother from the same family, managing a total of $540 million in Davenport, Iowa, left Merrill on October 20 for RBC Wealth Management-U.S., according to a Tuesday announcement.

One team, dubbed the Sandry, Meloan Wealth Management Group, includes 37-year industry veteran Bill Sandry, his son Skyler Sandry, who spent his entire six-year career at Merrill, and 21-year Merrill lifer Katie Meloan. Support staff Jim Campbell (Katie Meloan’s father), Kyle Pedersen, Christina Sandry (daughter-in-law of Bill Sandry) and Jennifer Musal also made the move, according to the announcement.

Bill Sandry, who had been with Merrill since 2003, started with Lehman Brothers in 1984 and moved to Citigroup Global Markets in 1993 for a 10-year stay, according to his BrokerCheck report.

Separately, Bill’s brother, 35-year industry veteran Bruce Sandry, joined RBC from Merrill on the same day, according to RBC’s announcement. His team, called the Sandry Group, includes staffer Sara Schreck.

Bruce Sandry, who had also been with Merrill since 2003, started with American Express Financial Advisors in 1987 and moved to Citigroup Global Markets in 1994 for a 9-year stay, according to his BrokerCheck report.

Both teams report to Lauri Droster, RBC’s St. Paul complex director, according to the firm’s announcement.

A spokesperson for Merrill did not respond to a request for comment on the departures.

The steady stream of brokers out of Merrill Lynch continues as two teams who oversaw $558 million combined in assets have joined Raymond James Financial and LPL Financial in Florida and Texas, respectively.

In the larger of the moves, David B. Ammerman on Friday affiliated with Raymond James’ independent Financial Services division in Ponte Vedra, Florida, according to BrokerCheck records. He had overseen $353 million in client assets, according to a Forbes ranking which listed him as #37 on its best-in-state wealth advisors list this year.

He moved along with client associate Sara E. Graham, according to registration records.

Ammerman’s former Merrill team had another broker, Anthony V. Zanaglio, who remains with the thundering herd, according to his BrokerCheck profile and former company website. Zanaglio, who has nine years of experience, did not respond to a call for comment.

A spokesperson for Raymond James did not respond to a request for comment on the hire.

Ammerman started his career at discount brokerage Olde Discount Corp. in 1993 and joined Merrill in 1998 by way of its Banc of America predecessor, according to his BrokerCheck profile.

Separately, LPL landed a duo who produced $1.6 million in annual revenue from $205 million in client assets in Houston, Texas, according to an LPL spokesperson.

William Edward “Ed” Winegar and Gregory W. Berg joined LPL’s employee brokerage unit on August 23, according to registration records. They are joined by client associate Eponine Ramos and call their practice Winegar Berg Wealth Management, according to an LPL spokesperson.

They are the latest in a string of Merrill brokers to join Linsco, LPL’s employee advisor channel, which was one of several new affiliation options that the independent broker-dealer has rolled out in recent years.

The pair began working together in 2000 and merged their individual practices in 2003.

Winegar, who declined to comment, started his career in 1997 at New England Securities and worked at Mony Securities Corp. and Morgan Stanley before joining Merrill in 2005, according to his BrokerCheck profile.

Berg started his career at Morgan Stanley in 1998 and also moved to Merrill in 2005, according to his BrokerCheck profile.

LPL, which has nearly 22,000 advisors, last month scooped up a Merrill team that generated over $2 million in annual revenue. Megan M. Stirrat and Tenley Y. Hardt, who had managed $325 million in client assets, joined LPL’s Strategic Wealth Services on August 16 in San Juan Capistrano, California.

It also last month added a $2.7 million Merrill team to its traditional independent channel in Hoboken, New Jersey.

A spokesperson for Merrill did not respond to requests for comment on both moves.

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