Frank Bagrier, Wes Coyle

Adviser/team AUM: $135,000,000

Gross annual production/TTM: $1,000,000

Move Details

Firm leaving UBS Financial Services
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Woodlands, TX

Date announced May 02, 2012
Transition date May 02, 2012
Source http://www.rwbaird.com

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Dante NeyraJuly 10, 2014
Brian PurcellJuly 10, 2014
Richard Duffy, Russell KwokJuly 10, 2014

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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