Merrill Lynch Loses Advisors to UBS, LPL Financial

Merrill Lynch advisors overseeing more than $1 billion in assets left to join rivals UBS and LPL Financial.

In the largest of three recruiting moves, UBS picked up a former Merrill Lynch team that includes advisors Charlie Bergman and Justine Greenwald. Their practice, BG Wealth Management, manages $640 million, according to UBS. The group is based in Pepper Pike, Ohio, a suburb of Cleveland. 

Bergman…