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 announced December 11, 2013
Transition date December 06, 2013

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Albert Fox, Edward Penberthy, Joseph DehnMarch 27, 2014
David BeharMarch 27, 2014
James Wong, Matthew Barker, Justin Harris, Desiderio RodriquezMarch 03, 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.

  @IN Wire

Apr 21 09:56AM
Too much of a good thing? What to do when clients are addicted to wealth http://t.co/BcuL18Pw2a @newsfromIN
Apr 21 09:50AM
No longer able to blame winter weather, economists see real weakness in housing http://t.co/TJNzR35cPq

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