Ziv Ohel, Bill Duncan

Adviser/team AUM: $275,000,000

Gross annual production/TTM: $2,000,000

Move Details

Firm leaving	Morgan Stanley Smith Barney
Firm joining	Ameriprise Financial
Adviser(s) location	Deerfield, IL
Date announced	November 28, 2012
Transition date	November 16, 2012

Latest Moves to Ameriprise Financial

Adviser(s)	Date announced
Jay L. Geaslen	April 30, 2013
Leasha D. Flammio-Watson	April 29, 2013
John J. Nelson, Jon T. Nelson	April 29, 2013

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.