Sheldon Hechtman, Ellen Klersfeld
Adviser/team AUM: $211,000,000
Gross annual production/TTM: $1,600,000
|Firm leaving||UBS Financial Services|
|Firm joining||Morgan Stanley Wealth Management|
Boca Raton, FL
|Date announced||July 18, 2012|
|Transition date||June 28, 2012|
|Source||Morgan Stanley lands big broker teams from Merrill, UBS|
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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.
Dorothy Weaver Founder & CEO, Collins Capital