Team move
John Vazquez
UBS → Merrill Lynch
What changed
Left UBS with Manuel Monasterio and four support staff for Merrill's Desert Mountain Market; team oversaw $1.2B and produced about $4.7M in revenue.
- Reported / discovered
- Sep 11, 2026
- Effective
- Not reported
- New role
- 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
WealthManagement.com ↗Sep 11, 2026 · Reporting
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.
Oct 2, 2026Source evidence reconciled