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2. Solo 401(k) - Wikipedia

   en.wikipedia.org/wiki/Solo_401(k)

   A Solo 401 (k) (also known as a Self Employed 401 (k) or Individual 401 (k)) is a 401 (k) qualified retirement plan for Americans that was designed specifically for employers with no full-time employees other than the business owner (s) and their spouse (s). The general 401 (k) plan gives employees an incentive to save for retirement by ...

3. Charles E. Merrill - Wikipedia

   en.wikipedia.org/wiki/Charles_E._Merrill

   Charles Edward Merrill (October 19, 1885 – October 6, 1956) was an American philanthropist, stockbroker, and co-founder, with Edmund C. Lynch, of Merrill Lynch (previously called Charles E. Merrill & Co.).

4. Edmund C. Lynch - Wikipedia

   en.wikipedia.org/wiki/Edmund_C._Lynch

   Edmund Calvert Lynch (May 19, 1885 – May 12, 1938) and his friend, Charles E. Merrill, formed Merrill Lynch on October 15, 1915. Early years [ edit ] Of Irish descent, Edmund Lynch was born on May 19, 1885, in Baltimore, Maryland , to Richard H. Lynch and Jennie Vernon Smith Lynch.

5. Raymond James Morgan Keegan - Wikipedia

   en.wikipedia.org/wiki/Raymond_James_Morgan_Keegan

   Raymond James Morgan Keegan. Raymond James Morgan Keegan is the interim name of the former Morgan Keegan & Co. business units acquired by Raymond James Financial on April 2, 2012. The combined firms’ subsidiaries engage primarily in investment and financial planning, investment banking, fixed income products and asset management.

6. Michael Marks (financier) - Wikipedia

   en.wikipedia.org/wiki/Michael_Marks_(financier)

   Financier. Known for. Leading Smith New Court (1987-1995) and Merrill Lynch Europe (1995-2003) Michael John Paul Marks (born 28 December 1941) is a British businessman, best known as executive chairman of Merrill Lynch Europe (1995 – 2003) [1] and before that CEO and then chairman of City of London stockbroker Smith New Court (1985 to 1995 ...

7. Winthrop H. Smith - Wikipedia

   en.wikipedia.org/wiki/Winthrop_H._Smith

   Biography. He was born on June 30, 1893, in South Hadley, Massachusetts, then educated at Phillips Academy. He graduated from Amherst College in 1916. [1] Upon graduation from Amherst, Smith joined Merrill Lynch in 1916, just two years after the firm's predecessor Charles E. Merrill & Co. was founded. [2] Smith, who began as a junior runner and ...