Keith Munera, John Wildemore

Adviser/team AUM: $315,000,000

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

Move Details

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

Berwyn, PA

Date announced August 20, 2012
Transition date July 18, 2012

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Robert PhelpsOctober 24, 2014
Michael Zalkind, John WilliamsOctober 24, 2014
Thomas Forma, Kevin NicholsOctober 24, 2014