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RIA News: Merrill Team Breaks Away to Launch Crescent Harbor Private Wealth

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Former Merrill Lynch CEO Dave Komansky's nephew is part of a team that is breaking away to create Crescent Harbor Private Wealth, an independent advisory firm. Crescent Harbor prioritizes ethics and clients' best interests, offering tailored financial planning, investment solutions, and family office services. They also collaborate with CPAs and attorneys for comprehensive planning.