Jennifer Daniels, Karen Levy
Adviser/team AUM: $151,000,000
Gross annual production/TTM: $1,330,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Morgan Stanley Wealth Management|
|Date announced||December 11, 2013|
|Transition date||December 06, 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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