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
Kerri Connellan, Jim PucciarelliJuly 17, 2015
Jimena HailsMay 08, 2015
Greg Fullmer, Daniel Hawkins, Douglas DyakonMay 08, 2015

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.