Patty Estopinal

Adviser/team AUM: $175,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Robert W. Baird & Co.
Adviser(s) location

Fair Oaks, CA

Date announced June 28, 2012
Transition date June 28, 2012

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date announced
Rebecca Gadus, Jeffrey Carroll, Tyson EubanksMarch 10, 2015
Barbara WoolhandlerMarch 10, 2015
Patrick Cook, Nathan CookFebruary 05, 2015

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.