Robert Finan, Anthony LaFonte

Adviser/team AUM: $400,000,000

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

Move Details

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

Red Bank, NJ

Date announced September 20, 2013
Transition date September 12, 2013

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Robert SatterfieldJuly 30, 2014
Dante NeyraJuly 10, 2014
Brian PurcellJuly 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.