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Merrill Lynch Advisors Join WaFd Bank to Lead New RIA
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Washington Federal Bank (WaFd) has filed with the Securities and Exchange Commission to launch WaFd Wealth, a new registered investment advisor in Seattle. The new entity has chosen Goldman Sachs Advisor Solutions for custody, according to an ADV filing.
WaFd has recruited John Chavez, who was previously with Merrill Lynch for 30 years, as CEO of the RIA. Bobby Campbell, who was with Merrill for 15 years prior to this, is serving as president.
They’re joined by Shane Parris, chief operating and financial officer, previously an executive with enlyte, which provides claims software, cost containment services and technology to the workers’ compensation and auto insurance industries.
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