Why This RIA Founder Broke Away From Merrill & HighTower

Emily Zulz | ThinkAdvisor, March 2019

Summary: Leo Kelly left behind big firms like Merrill Lynch and HighTower to launch his own independent firm two years ago so he could customize and grow his firm the way he wanted.

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Why This RIA Founder Broke Away From Merrill & HighTower

Emily Zulz | ThinkAdvisor, March 2019

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