Jennifer Daniels, Karen Levy

Adviser/team AUM: $151,000,000

Gross annual production/TTM: $1,330,000

Move Details

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

Cincinnati, OH

Date December 06, 2013

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Christopher ApgarApril 21, 2017
Michael BorselloApril 21, 2017
Donald Fung, Matt Palleschi, John Campbell, Brian BechelliMarch 24, 2017

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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