wealth team
The Flatt team
$1.2BBook of businessas reported in coverage
6Advisors
Santa Fe, NMMarket
3Moves on our record
The lineage
until Sep 1, 2026PRIORBank of America Private Bank
Sep 1, 2026PRIORUBS
Sep 13, 2026PRIORMerrill Lynch
Sep 14, 2026CURRENTMerrill Wealth Management
Sep 11, 2026team liftoutUBS → Merrill Lynch
Sep 11, 2026team liftoutUBS → Merrill Wealth Management
Aug 31, 2026team liftoutBank of America Private Bank → UBS
No published coverage yet.