Adviser/team AUM: $120,000,000
Gross annual production/TTM: $1,300,000
|Firm leaving||UBS Financial Services|
|Firm joining||Morgan Stanley Wealth Management|
|Date announced||July 18, 2012|
|Transition date||July 03, 2012|
|Source||Morgan Stanley lands big broker teams from Merrill, UBS|
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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Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.