Based in Doylestown, Pa., the seasoned advisors partnered nearly 15 years ago to build out a private wealth team focused on helping affluent clients manage sophisticated estate and tax planning, as well as investment issues. They are joined by longtime Chief Operating Officer Wendy A. Fratrik, ...
They are based in Doylestown, Pa.They join LPL from Merrill Lynch, where they say they served approximately $1 billion in advisory, brokerage and retirement plan assets. Debuque and Baltz signed on with SWS because they wanted more autonomy and access to the unit’s support and resources. ...