Merrill Team Jumps Ship for TruClarity-Backed Independence
Article Published in WealthManagement.com on July 7, 2021 by Asia Martin.
Two former advisors who managed a combined $441 million at Bank of America Merrill Lynch launched a new registered investment advisory firm in Pittsford, N.Y.
The advisors, Chad Goodchild and Jacob Schlicht, set up Kickstand Wealth Advisors with TruClarity Wealth Advisors’ RIA Platform. Joining Goodchild and Schlicht are Devyn Squires, wealth planner, and Christine Fusare, director of client services.
“By going independent, we can choose the best options for the clients we serve and have the freedom to explore new ideas and innovations,” said Schlicht.
Kickstand offers securities through TWA, a sister company of TruClarity Management Solutions, the Tampa, Fla.–based company that offers transition services to financial advisors.