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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melody FotiWells Fargo AdvisorsMorgan Stanley Wealth Management$12401-14-2013
Marlene M. Fowler, Christopher F. FowlerRaymond JamesMorgan Stanley Wealth Management$7001-13-2013
Mark A. JonesonBerthel FisherMulti-Financial Securities$5701-11-2013
Paul Martin, Alfred Pasaoa, Michael RowlandWells Fargo AdvisorsBank of America Merrill Lynch$26701-11-2013
William TerrellBank of America Merrill LynchMorgan Stanley Wealth Management$13701-11-2013
Thomas Besselman, Matt Heinz, Todd GuerinKestra FinancialVSR Financial Services$10001-09-2013
Diane Alecci, Lynn BlanchardMorgan Stanley Wealth ManagementBank of America Merrill Lynch$50001-04-2013
Cynthia D. CowdenNPB Financial GroupTricor Financial$30001-03-2013
Tom Wozniak, Doug FreemanWells Fargo AdvisorsBank of America Merrill Lynch$21101-03-2013

Showing 1 to 9 of 9 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.


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