James Harris, Pam Ashley

Adviser/team AUM: $3,000,000,000

Gross annual production/TTM: $5,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Charlotte, NC

Date May 25, 2012
Source Morgan Stanley lands big broker teams from Merrill, UBS

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Martin Enriquez, Miguel CortinaOctober 05, 2016
Vivian Lin, Han LinAugust 18, 2016
Ira Feld, David WeinsteinJune 01, 2016

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.