Robert Finan, Anthony LaFonte
Adviser/team AUM: $400,000,000
Gross annual production/TTM: $2,000,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Morgan Stanley Wealth Management|
Red Bank, NJ
|Date announced||September 20, 2013|
|Transition date||September 12, 2013|
Latest Moves to Morgan Stanley Wealth Management
|James Wong, Matthew Barker, Justin Harris, Desiderio Rodriquez||March 03, 2014|
|Daniel Tedesco, Dennis Madden||March 03, 2014|
|Michael Cott, Donald Nejedly||January 22, 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.
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews