FundFire – Merrill Team Jumps Ship for Snowden Lane in Texas


By Danielle Verbrigghe – April 28, 2017 Snowden Lane Partners has reeled in a $150 million advisor team from Merrill Lynch in San Antonio, Texas. The new team, Strategic Management Group, is led by former Merrill Lynch advisor Larry Barocas, and also includes Debbie Ury, who was an analyst and relationship manager at Merrill, according… View Article

Financial Advisor IQ – Merrill Lynch Duo Exits to Help Snowden Expand


By Alex Padalka – April 27, 2017 A duo of Merrill Lynch financial advisors managing $150 million have jumped ship to Snowden Lane Partners, according to a press release. The recruitment of Larry Barocas and Debbie Ury, who operate as the Strategic Management Group in San Antonio, Texas, will mark Snowden Lane’s entry into the… View Article

Press Release – Snowden Lane Partners Expands into San Antonio, TX, with Former Merrill Lynch Team


  Strategic Management Group opens firm’s ninth US location, first in Southwest Brings $150 million in total client assets  NEW YORK, April 25, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the addition of the Strategic Management Group in San Antonio,… View Article