Luis Mercado and Chanttel George-Mercado of the Mercado Group have moved to brokerage firm Oppenheimer Co. after 11 years with Morgan Stanley.
“In Oppenheimer, we have found a home with a firm that appreciates, understands and values us. It’s an ideal fit, with the infrastructure, technology and culture that will allow us not only to seek opportunities to win new client relationships but to deliver a higher level of service to the ones that have been with us for years,” said Luis. “We’re excited to learn new skills and to hone our expertise with our new colleagues.”
The duo managed $128 million in client assets at Morgan Stanley and serves nonprofits and high-net-worth and ultra-HNW clients in the U.S. and Latin America.
Luis and Channtel will join Oppenheimer's private client division at its Miami branch office.
“Both are passionate about client service, eager to grow their business,” said Guillermo Vega, Miami branch manager and managing director of investments for Oppenheimer.
Oppenheimer aims to continue to expand its global reach by enabling advisors to serve clients abroad, according to the announcement.
