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|
Latest Moves to Morgan Stanley Wealth Management
|Albert Fox, Edward Penberthy, Joseph Dehn||March 27, 2014|
|David Behar||March 27, 2014|
|James Wong, Matthew Barker, Justin Harris, Desiderio Rodriquez||March 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.
Explore your opportunities and be informed for your next move.
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews
February 11, 2014