Philip T. Maurer, David M. Kushner, Barbara Maurer

M2K Financial

Adviser/team AUM: $146,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Raymond James
Adviser(s) location

Newtown, PA

Date announced January 25, 2013
Transition date November 23, 2012

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.