Javier Vargas, Ramon Perez

Adviser/team AUM: $300,000,000

Gross annual production/TTM: $3,600,000

Move Details

Firm leaving UBS Financial Services
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Houston, TX

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
Donald Fung, Matt Palleschi, John Campbell, Brian BechelliMarch 24, 2017
William Troy Neat, Jason Redpath, Steven SpaethJanuary 20, 2017
Ira Friedman, Andrew SallisJanuary 20, 2017

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.