Nancy Buttweiler, Kristopher Schultz, David Peterson

Adviser/team AUM: $141,000,000

Gross annual production/TTM: $1,270,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

St. Paul, MN

Date announced December 11, 2012
Transition date December 03, 2012

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Albert Fox, Edward Penberthy, Joseph DehnMarch 27, 2014
David BeharMarch 27, 2014
James Wong, Matthew Barker, Justin Harris, Desiderio RodriquezMarch 03, 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.

  @IN Wire

Apr 20 11:30AM
Too much of a good thing? What to do when clients are addicted to wealth http://t.co/ru8tCtX3uB via @newsfromIN
Apr 20 11:27AM
Gooey Goodness: Inside Cadbury's Creme Egg Factory via @BloombergTV http://t.co/8B3Zd1CR1D

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