Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
C. Gene Jester, Bert Cort Lester BennettRobert W. Baird & Co.Morgan Stanley Wealth Management$21010-31-2017
Kevin PhillipsRobert W. Baird & Co.Wells Fargo Advisors$10502-15-2013
Jospeh A. Lipe, John B. LipeRobert W. Baird & Co.Morgan Stanley Wealth Management$25002-15-2013
The Allman-Bobbie GroupRobert W. Baird & Co.Morgan Stanley Wealth Management$15004-25-2011
Andrew Barnett, Carolyn LeithRobert W. Baird & Co.Multiple (see profile)$22003-17-2011
Drew PerrymanRobert W. Baird & Co.Morgan Stanley Wealth Management$12002-16-2011
The Parrott, Forbes & Floyd GroupRobert W. Baird & Co.Morgan Stanley Wealth Management$35006-11-2010

Showing 1 to 7 of 7 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.