Adviser/team AUM: $100,000,000
Gross annual production/TTM: $500,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Platinum Wealth Partners|
San Diego, CA
|Date announced||October 16, 2013|
|Transition date||October 11, 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.
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Dorothy Weaver Founder & CEO, Collins Capital
Sandy Lincoln Managing Director and Chief Market Strategist, BMO Asset Management U.S.