Adviser/team AUM: $232,000,000
Gross annual production/TTM: $1,800,000
|Firm leaving||UBS Financial Services|
|Firm joining||Morgan Stanley Wealth Management|
|Date||August 16, 2013|
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.
Leveraging relationships with accounting, benefits, and property and casualty insurance firms can help deliver new business leads for retirement plan advisers.
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