Adviser/team AUM: $158,800,000
Gross annual production/TTM: $500,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Bank of America Merrill Lynch|
Fort Lauderdale, FL
|Date announced||December 17, 2012|
|Transition date||November 15, 2012|
Latest Moves to Bank of America Merrill Lynch
|Margaret M. Towle||December 19, 2014|
|Mario Fratto||December 10, 2014|
|Heath McGallion, Christopher Davis, Stan Davis, Hugh Hawkins||December 10, 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.
Connect with Us
Like our fan page to receive the latest news and opinion from InvestmentNews.
Subscribe to this RSS feed to receive the latest news and opinion from InvestmentNews.