John Vazquez

What changed

Joined Merrill Wealth Management from UBS with $1.2B in client assets; Chartered Advisor in Philanthropy.

Reported / discovered

Sep 11, 2026

Effective

Not reported

New role

Financial advisor

Previous role

Not reported

Market

Santa Fe, NM

Reported book

$1.2B

Reported team size

6 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.