Richard Jenkin, Thomas Ferrante
Adviser/team AUM: $210,000,000
Gross annual production/TTM: $1,000,000
|Firm leaving||UBS Financial Services|
|Firm joining||Morgan Stanley Wealth Management|
|Date announced||May 21, 2012|
|Transition date||May 21, 2012|
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Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.