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 announced July 18, 2012
Transition 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
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.